DFA US Small Cap Institutional Fund (DFSTX Quick QuoteDFSTX - Free Report) seeks long-term growth of capital. Under normal circumstances, DFSTXinvests at least 80% of its net assets in securities of small cap U.S. companies. DFSTXgenerally invests in a broad and diverse group of the common stocks of small cap companies traded on a principal U.S. exchange or on the over-the-counter market.

This Small Cap Blend 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 10% and 5 year 15%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.  

DFSTX’s performance, as of the last filing, when compared to funds in its category was in the top 31% over the past 3 years and in the top 19% over the past 5 years.    

The DFA US Small Cap Institutional fund, as of the last filing, allocates their fund in top two major groups; Small Value and Small Growth. Further, as of the last filing, Coherent Inc, Cathay General Bancorp and Sterling Bancorp were the top holdings for DFSTX.

This Zacks Rank #1 (Strong Buy) was incepted in March 1992 and is managed by Dimensional. DFSTX carries an expense ratio of 0.37% 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 >>