The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
DFA US Small Cap Growth Instl DSCGX
- NAV / 1-Day Return 28.86 / +0.36 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.320%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.65%
- Turnover 25%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:12 PM GMT+0
Morningstar’s Analysis DSCGX
Will DSCGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Sprouts Farmers Market Inc | 0.88 | 11.8 Mil | Consumer Defensive |
Eagle Materials Inc | 0.68 | 9.1 Mil | Basic Materials |
Graphic Packaging Holding Co | 0.62 | 8.3 Mil | Consumer Cyclical |
Louisiana-Pacific Corp | 0.62 | 8.3 Mil | Industrials |
Allison Transmission Holdings Inc | 0.59 | 7.9 Mil | Consumer Cyclical |
Simpson Manufacturing Co Inc | 0.58 | 7.8 Mil | Basic Materials |
Installed Building Products Inc | 0.56 | 7.5 Mil | Consumer Cyclical |
Applied Industrial Technologies Inc | 0.56 | 7.5 Mil | Industrials |
Tenet Healthcare Corp | 0.54 | 7.2 Mil | Healthcare |
Ensign Group Inc | 0.53 | 7.1 Mil | Healthcare |