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Dfa - U.s. Small Cap Growth Portfolio: (MF: DSCGX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 04:36 PM ET

$32.29 USD

-0.27 (-0.83%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.39 14
3 months 5.28 28
6 months 9.08 39
1 Year 6.46 74
3 Year 11.68 71
5 Year 9.16 70
10 Year 11.74 65

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year 5.94
5 Year 8.65
10 Year 10.52
Since Inception 11.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.81 7.42 5.92 -0.07
2024 8.69 -3.19 8.56 -0.33
2023 7.68 5.86 -4.46 11.31
2022 -9.75 -14.16 -3.28 9.76
2021 12.06 4.57 -0.99 8.52

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.395.9413.8521.23-17.7625.9219.3426.13-12.3416.1817.16
% Total Return Rel to Index 0.00-12.27-11.16-5.010.44-2.750.94-5.35-7.95-5.615.23
% Total Return Rel to Peer 0.00-6.76-5.54-1.761.933.86-0.57-2.28-5.48-4.499.34
% Perf Quintile vs Peer* 0.000.000.003.003.002.003.004.005.004.001.00
% Dividends 0.000.180.170.180.170.150.130.140.150.130.13
% Yield NA0.570.590.680.760.500.550.700.900.670.80
Capital Gains ($) 0.000.000.000.000.691.940.000.100.690.180.09
Expense Ratio 0.000.310.320.320.330.370.380.390.380.390.39

* 1 = Top 20%, 5 = Bottom 20%