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Dfa World Ex U.s. Targeted Value Portfolio Institutional Class Shares (DWUSX)

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14.34 -0.19    -1.31%
30/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 722.6M
DFA World ex US Targeted Val Instl 14.34 -0.19 -1.31%

DWUSX Overview

 
Find basic information about the Dfa World Ex U.s. Targeted Value Portfolio Institutional Class Shares 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 DWUSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.91%
Prev. Close14.53
Risk Rating
TTM Yield2.72%
ROE8.81%
IssuerN/A
Turnover24%
ROA3.56%
Inception Date41214
Total Assets722.6M
Expenses0.48%
Min. InvestmentN/A
Market Cap2.22B
CategoryForeign Small/Mid Value
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Dfa World Ex U.s. Targeted Value Portfolio Institutional Class Shares Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1030 1030 1141 1115 1387 1557
Fund Return 2.98% 2.98% 14.12% 3.7% 6.75% 4.52%
Place in category 26 26 24 23 27 15
% in Category 62 62 52 55 57 60

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 33.17B 10.49 10.50 11.80
  DFA US Core Equity 2 I 32.4B 10.00 10.16 11.16
  DFA International Core Equity I 31.57B 4.67 4.53 4.98
  DFA Emerging Markets Core Equity I 27.21B 2.38 -0.23 4.18
  DFA US Large Cap Value I 24.23B 11.19 9.24 9.31

Top Funds for Foreign Small/Mid Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA International Small Cap Value I 11.38B 5.32 6.19 4.54
  DFA International Vector Equity I 3.48B 4.49 4.59 4.83
  Free Market International Equity In 3.09B 4.84 4.79 4.05
  Kopernik Global All-Cap I 2.08B 0.60 3.98 6.39
  Pear Tree Polaris Fgn Val Sm Cap In 630.6M 1.79 2.03 5.06

Top Holdings

Name ISIN Weight % Last Change %
  Bank Ireland IE00BD1RP616 0.44 10.01 -1.19%
  Covestro DE0006062144 0.40 46.980 -1.20%
  Centrica GB00B033F229 0.37 128.75 +0.63%
  Commerzbank DE000CBK1001 0.37 13.960 +1.60%
  Julius Baer CH0102484968 0.36 49.61 +0.02%

Technical Summary

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