DFA 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: | 3.40B | | Year-to-Date Return: | -11.35% | | Yield: | 2.06% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Dec-90 |
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Robert T. Deere
Lead Manager since
31-Dec-94 | | | 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 approximate the total investment return of the S&P 500 index. The fund invests substantially all of assets in a separate master portfolio, that invests in the broad group of common stocks making up the Standard & Poor's 500 Composite Stock index. |
| Last Dividend
(9-Sep-08):
| 0.20 | | Last Cap Gain
(20-Dec-99):
| 0.25 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 71.30% |
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| Expense | DFLCX | Category
Avg | | Total Expense Ratio: | 0.15%
| 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*: |
$48 | $577 | | 5 Yr Expense Projection*: |
$85 | $877 | | 10 Yr Expense Projection*: |
$192 | $1,739 |
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5.41% Nasdaq 
0.32 (1.19%) 
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