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Dfa U.s. Micro Cap Portfolio: (MF: DFSCX)

(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET

$25.65 USD

+0.22 (0.87%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -9.06 60
3 months -9.06 60
6 months -8.48 48
1 Year -2.54 31
3 Year 3.09 22
5 Year 17.92 16
10 Year 7.55 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 157.49
Bear Market (10/07 - 2/09) -55.66
Bull Market (2/09 - 3/21) 800.72

Load Adjusted Returns as of Mar 31, 2025

1 Year -2.54
5 Year 17.91
10 Year 7.55
Since Inception 10.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.06 NA NA NA
2024 3.96 -2.42 9.14 0.63
2023 2.75 3.75 -3.40 14.45
2022 -4.58 -13.81 -3.18 9.94
2021 21.35 4.54 -1.90 7.25
2020 -34.74 21.64 2.83 30.58

Annual Return

20252024202320222021202020192018201720162015
% Total Return -9.0611.4217.86-12.4733.486.5920.64-11.6011.2025.63-3.61
% Total Return Rel to Index -4.79-13.59-8.375.734.79-11.80-10.84-7.21-10.5913.70-5.00
% Total Return Rel to Peer -0.56-0.501.797.0414.16-12.40-4.78-0.83-4.399.681.11
% Perf Quintile vs Peer* 0.000.002.002.001.004.005.003.004.001.003.00
% Dividends 0.070.280.270.240.250.190.170.150.170.150.15
% Yield 0.260.911.010.980.800.820.740.750.690.660.80
Capital Gains ($) 0.000.000.380.932.700.000.430.861.020.941.02
Expense Ratio 0.000.410.410.410.460.520.530.520.520.520.52

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