Guide to DFA Tax-Managed US Small Cap Fund (DFTSX)

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DFA Tax-Managed US Small Cap (DFTSX) a Zacks Rank #1 (Strong Buy) invests a large portion of its net assets in securities of US companies whose size (market capitalization) falls within the smallest 8% of the market universe.

This All Cap Growth fund, as of the last filing, allocates their fund in three major groups; Small Value, Small Growth and Large Value. Further, as of the last filing, ENDURANCE SPECIALTY HOLDINGS, JETBLUE AIRWAYS CORP and THOR INDUSTRIES INC were the top holdings for DFTSX.

The DFA Tax-Managed US Small Cap fund, managed by Dimensional, carries an expense ratio of 0.52%.

DFTSX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 1.89%, 3 year 7.37% and 5 year 11.53%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

DFTSX’s performance, as of the last filing, when compared to funds in its category was in the top 25% in 1 year, top 29% over the past 3 years, and in the 14% over the past 5 years.

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