DFA Enhanced U.S. Large Company I
1299 Ocean Ave 11th Floor Santa Monica CA 90401
Map
Phone: 310-633-7885
| Category: | Large Blend | | Fund Family: | Dimensional Investment Group | | Net Assets: | 260.72M | | Year-to-Date Return: | -13.00% | | Yield: | 7.85% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jul-96 |
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Robert T. Deere
Lead Manager since
02-Jul-96 | | | Deere is a portfolio manager and vice president of Dimensional Fund Advisors LP. He joined Dimensional in 1991 and has been responsible for the domestic equity portfolios since 1994. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to outperform the S&P 500 index. The fund invests in a master fund that generally invests in S&P 500 index futures and short-term fixed-income obligations. The master funds investment in fixed-income obligations may include securities of foreign issuers. The master fund hedges foreign currency risk. |
| Last Dividend
(10-Jun-08):
| 0.10 | | Last Cap Gain
(19-Dec-07):
| 0.59 | | Annual Holdings Turnover
| 86.98% | | Average for Category:
| 71.12% |
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| Expense | DFELX | Category
Avg | | Total Expense Ratio: | 0.25%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$80 | $576 | | 5 Yr Expense Projection*: |
$141 | $875 | | 10 Yr Expense Projection*: |
$318 | $1,735 |
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1.47% Nasdaq 
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