DFA US Micro Cap IDFSCX

Morningstar Rating

Fund Research and Analysis

by John Coumarianos

DFA US Micro Cap will do well over the longer haul, but smaller stocks have had a strong run.

This fund owns stocks within the smallest 5% of the market universe or smaller than the 1,500th largest company, whichever results in a higher market-capitalization Read more

Kudos

Solid long-term returns.

Is very cheap for a micro-cap-focused fund.

Scale allows the fund's advisor to keep trading costs low. Read more

Risks

Focus on micro-cap stocks makes it one of its category's most-volatile options. Read more

Strategy

The fund invests in the smallest 5% of U.S. exchange-listed stocks to take advantage of the small-cap effect. The portfolio contains anywhere between 2,500 and 3,000 holdings, but it does not contain Read more

Management

A team of portfolio managers, led by Robert Deere, runs this fund. These folks are focused on implementing the fund's strategy. Dimensional's investment committee, which includes many famous academics, designed this strategy. Read more

Inside Scoop

This fund provides passive management in the micro-cap arena by buying the smallest 5% of U.S. exchange-listed stocks. With its rock-bottom expense ratio, the fund is a Read more

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