|Net Assets||2.01 Bil|
|Morningstar Risk||Above Average|
|Morningstar Return||Above Average|
- Last NAV update 4/23/2014 4:00 PM ET
|The investment seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns. The fund, using a market capitalization weighted approach, generally purchases a broad and diverse group of readily marketable securities of U.S. small cap companies. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small cap U.S. companies.|
- Year to date performance as of 4/23/2014 12:00 AM ET
|Fund Family||Dimensional Fund Advisors|
|Fund Manager||Stephen Clark|
|Minimum Initial Purchase||0.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 4/23/2014 12:00 AM ET
|Net Assets||2.01 Bil||311.05 Mil|
|Avg Market Cap||1.20 Bil||2.70 Bil|
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.