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Dfa International Small Cap Value Portfolio Institutional Class (DISVX)

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21.81 +0.09    +0.41%
23/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 10.89B
DFA International Small Cap Value I 21.81 +0.09 +0.41%

DISVX Overview

 
Find basic information about the Dfa International Small Cap Value 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 DISVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.13%
Prev. Close21.72
Risk Rating
TTM Yield3.86%
ROE8.35%
IssuerN/A
Turnover7%
ROA3.14%
Inception DateDec 29, 1994
Total Assets10.89B
Expenses0.42%
Min. InvestmentN/A
Market Cap1.91B
CategoryForeign Small/Mid Value
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Dfa International Small Cap Value Portfolio Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1101 970 1161 1240 1437 1800
Fund Return 10.08% -2.98% 16.08% 7.45% 7.53% 6.05%
Place in category 12 24 17 11 16 9
% in Category 20 43 30 15 32 22

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 36.04B 26.76 11.56 12.46
  DFA US Core Equity 2 I 34.09B 26.24 11.49 11.96
  DFA International Core Equity I 29.94B 7.04 4.48 5.79
  DFA Emerging Markets Core Equity I 27.12B 8.69 2.86 4.52
  DFA US Large Cap Value I 23.81B 21.86 10.75 9.52

Top Funds for Foreign Small/Mid Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA International Vector Equity I 3.32B 7.53 4.99 5.86
  Free Market International Equity In 3.07B 8.34 5.81 5.04
  Kopernik Global All-Cap I 1.85B 5.41 2.84 8.71
  DFA World ex US Targeted Val Instl 679.23M 7.69 5.46 5.67
  Pear Tree Polaris Fgn Val Sm Cap In 569.83M -0.51 1.67 5.01

Top Holdings

Name ISIN Weight % Last Change %
  Banco de Sabadell ES0113860A34 1.59 1.8495 +1.18%
  Alamos Gold CA0115321089 1.07 26.27 -0.45%
  Helvetia CH0466642201 0.92 147.90 +1.65%
  Bper Banca IT0000066123 0.91 5.994 -0.33%
  Marks & Spencer GB0031274896 0.78 380.40 +0.45%

Technical Summary

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