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Dfa U.s. Small Cap Growth Portfolio Institutional Class (DSCGX)

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31.16 -0.11    -0.35%
03/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.56B
DFA US Small Cap Growth Instl 31.16 -0.11 -0.35%

DSCGX Overview

 
Find basic information about the Dfa U.s. Small Cap Growth Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DSCGX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change30.45%
Prev. Close31.27
Risk Rating
TTM Yield0.68%
ROE22.86%
IssuerDimensional Fund Advisors
Turnover6%
ROA8.21%
Inception Date41263
Total Assets1.56B
Expenses0.32%
Min. InvestmentN/A
Market Cap4.79B
CategorySmall Growth
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Dfa U.s. Small Cap Growth Portfolio Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1123 992 1336 1151 1774 2563
Fund Return 12.3% -0.79% 33.58% 4.8% 12.15% 9.87%
Place in category 194 372 286 14 63 109
% in Category 32 61 49 5 17 31

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 37.49B 18.75 8.68 11.96
  DFA US Core Equity 2 I 35.75B 18.07 8.52 11.41
  DFA International Core Equity I 31.16B 6.51 2.60 5.71
  DFA Emerging Markets Core Equity I 28B 10.46 2.29 4.58
  DFA US Large Cap Value I 25.79B 14.64 7.57 8.98

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.81B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.2B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.96B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.9B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
  Sprouts Farmers US85208M1027 0.95 151.39 +0.18%
  Louisiana-Pacific US5463471053 0.66 117.20 -0.04%
  Allison Transmission US01973R1014 0.63 117.74 +0.67%
  AAON US0003602069 0.61 132.93 -0.18%
  MarketAxesss US57060D1081 0.58 244.52 -6.95%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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