DFA Continental Small Company IDFCSX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

DFA Continental Small Company is back in stride, but the old caveats remain.

This Europe stock fund has lived up to the pros and cons we highlighted back in March. It was reeling with a 55% loss for the trailing one year through March 10, 2009, as Read more

Kudos

Low expenses.

Provides unadulterated exposure to European small caps. Read more

Risks

Narrow mandate.

Will miss out if the United Kingdom outperforms the rest of the region.

Pronounced small-cap bias and value tilt will sting when large-cap or growth stocks lead the way.

Although its passive strategy has inherent tax advantages, the fund is not managed with tax efficiency in mind. It has made several significant distributions over the years. Read more

Strategy

This index-based fund invests in Western European companies outside the United Kingdom. Within those select markets, it considers only the smallest stocks in terms of market capitalization. As a passively Read more

Management

The fund is run by a deep and experienced team from Dimensional Fund Advisors, a leader in index investing. Read more

Inside Scoop

This fund is the only offering to invest exclusively in continental Europe's small caps. It, like other DFA offerings, has a high minimum investment and thus is only easily Read more

First Name

Last Name

Email Address

Zip Code

Create Password

Verify Password

(6-15 characters; case sensitive)

What is your occupation or job title?

Select...

Your registration indicates agreement to the terms of use.

Dodge & Cox: Health Care Now More Attractive
Watch more