|Net Assets||1.55 Bil|
|Morningstar Risk||Above Average|
- Last NAV update 5/21/2013 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 5/20/2013 8:00 PM ET
|Fund Family||Dimensional Fund Advisors|
|Fund Manager||Stephen Clark|
|Minimum Initial Purchase||0.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 5/20/2013 8:00 PM ET
|Net Assets||1.55 Bil||262.40 Mil|
|Avg Market Cap||909.39 Mil||1.58 Bil|
Copyright © 2013 Microsoft. All rights reserved.
Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.
Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.