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Dfa United Kingdom Small Co Pt.: (MF: DFUKX)
(NASDAQ Mutual Funds) As of Jun 11, 2025 08:00 PM ET
$30.12 USD
+0.07 (0.23%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in March 1986 and is managed by Dimensional Fund Advisors Inc. The fund seeks to achieve long-term capital appreciation. The fund pursues its objective by investing in a broad range of readily marketable stocks of United Kingdom small companies that are traded principally on the London Stock Exchange. Dividends and capital gains are distributed in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| DFA United Kingdom Small Comp I | DFUKX | NA | NA | 0.00 | 0.00 | 0.45 | 0.51 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| DFA United Kingdom Small Company | DFUKX | 30.12 | 3/31/1988 | 3.35 | 10.79 | 8.95 | 11.24 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| DFA United Kingdom Small Comp I | DFUKX | 0 | 0 | 0 | Q |
Contact Information
| Family | Dimensional |
| Address | 6300 Bee Cave Rd, Bldg 1, Palisades W Austin, TX 78746 |
| Phone | 888 576-1167 |