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.
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Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
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 >>
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
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