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Dfa Us Large Company Portfolio: (MF: DFUSX)
(NASDAQ Mutual Funds) As of Oct 23, 2025 05:10 PM ET
$44.72 USD
+0.26 (0.58%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund generally invests in the stocks that comprise the S&P 500 Index, mirroring the index's composition. This index includes a diverse array of large U.S. stocks, representing about 80% of the total market capitalization of publicly traded U.S. stocks. Under normal market conditions, at least 95% of the fund's net assets are allocated to these stocks, with a non-fundamental policy of investing at least 80% in large U.S. companies. Portfolio adjustments typically occur only in response to changes in the S&P 500 Index or necessary cash management actions. The fund may also engage in futures contracts and options on futures to manage equity market exposure and may lend securities for additional income.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| DFA US Large Company I | DFUSX | NA | NA | 0.00 | 0.00 | 0.06 | 0.08 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| DFA US Large Company Portfolio | DFUSX | 44.72 | 4/11/2000 | 1.09 | 17.53 | 24.86 | 16.39 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| DFA US Large Company I | DFUSX | 0 | 0 | 0 | Q |
Contact Information
| Family | Dimensional |
| Address | 6300 Bee Cave Rd, Bldg 1, Palisades W Austin, TX 78746 |
| Phone | 888 576-1167 |