Back to top
more

Dfa Us Large Company Portfolio: (MF: DFUSX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$37.37 USD

-0.11 (-0.29%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 19.44 22
3 months 7.38 16
6 months 11.55 12
1 Year 27.03 27
3 Year 9.30 10
5 Year 15.85 18
10 Year 12.92 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 107.63
Bear Market (10/07 - 2/09) -50.68
Bull Market (2/09 - 3/21) 929.28

Load Adjusted Returns as of Aug 31, 2024

1 Year 24.46
5 Year 14.98
10 Year 12.79
Since Inception 7.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.53 4.23 NA NA
2023 7.48 8.72 -3.24 11.65
2022 -4.61 -16.11 -4.93 7.55
2021 6.15 8.53 0.55 11.01
2020 -19.60 20.54 8.91 12.19
2019 13.63 4.29 1.68 9.04

Annual Return

20242023202220212020201920182017201620152014
% Total Return 19.4426.23-18.1828.6018.4131.41-4.4421.7611.891.4013.53
% Total Return Rel to Index -0.09-0.010.01-0.070.01-0.07-0.05-0.03-0.040.01-0.11
% Total Return Rel to Peer 4.593.231.516.55-1.502.982.411.084.073.005.32
% Perf Quintile vs Peer* 0.002.003.001.003.002.002.003.002.002.001.00
% Dividends 0.210.420.410.380.440.430.370.380.360.320.29
% Yield 0.561.271.461.051.511.701.871.802.001.941.75
Capital Gains ($) 0.000.891.221.840.630.120.130.060.100.140.00
Expense Ratio 0.080.080.080.080.150.080.080.080.080.080.08

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