We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Image: Bigstock
Focus on DFA US Small Cap Value I Fund (DFSVX)
DFA US Small Cap Value I Fund (DFSVX - Free Report) seeks long-term capital appreciation. DFSVX invests in securities of US companies whose market cap falls within the smallest 8% of the market universe. The market universe is comprised of companies listed on the New York Stock Exchange, American Stock Exchange, and NASDAQ National Market System. DFSVX invests in value stocks and securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value.
This Small Cap Value product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 4.2% and 5 year 12.7%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
The DFA US Small Cap Value I fund, as of the last filing, allocates their fund in top two major groups; Small Value and Large Value. Further, as of the last filing, Wintrust Financial Corp, Fresh Del Monte Produce and Associated Banc Corp were the top holdings for DFSVX.
This Zacks Rank #1 (Strong Buy) was incepted in March 1993 and is managed by Dimensional. DFSVX carries an expense ratio of 0.52% and requires a minimal initial investment of $0.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>