DFA U.S. Core Equity 1 I
1299 Ocean Avenue 11th Floor
Map
Phone: 310-633-7885
| Category: | Large Blend | | Fund Family: | Dimensional Investment Group | | Net Assets: | 1.64B | | Year-to-Date Return: | -8.57% | | Yield: | 1.65% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Sep-05 |
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Robert T. Deere
Lead Manager since
15-Sep-05 | | | 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 Long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of U.S. companies. It purchases a broad and diverse group of common stocks of U.S. companies with an increased exposure to small-capitalization and value companies relative to the U.S. universe. The fund may generally reduce the percentage allocation of assets to securities of the largest U.S. growth companies from between 2.5% and 25% of their percentage weight in the U.S. universe. |
| Last Dividend
(9-Sep-08):
| 0.04 | | Last Cap Gain
(18-Dec-06):
| 0.03 | | Annual Holdings Turnover
| 10.00% | | Average for Category:
| 71.30% |
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| Expense | DFEOX | Category
Avg | | Total Expense Ratio: | 0.20%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$64 | $577 | | 5 Yr Expense Projection*: |
$113 | $877 | | 10 Yr Expense Projection*: |
$255 | $1,739 |
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1.49% Nasdaq 
0.27%
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