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DFA US Small Cap Value I Fund (DFSVX) in Focus

DFA US Small Cap Value I (DFSVX) a Zacks Ranked #1 (Strong Buy) seeks long-term capital appreciation. DFSVX invests in securities of US companies whose market capitalization falls within the smallest 8% of the market universe. The market universe is comprised of companies listed on the New York Stock Exchange, American Stock Exchange, and NASDAQ National Market System.

This Small Value fund, as of the last filing, allocates their fund in three major groups; Small Value, Large Value, Small Growth. Further, as of the last filing, ENDURANCE SPECIALTY HOLDINGS, CNO FINANCIAL GROUP INC and AMERCO were the top holdings for DFSVX.

The DFA US Small Cap Value I fund, managed by Dimensional, carries an expense ratio of 0.52.

DFSVX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 6.85% and 5 year 7.5%. To see how this fund performed compared in its category, please click here.

DFSVX’s performance, as of the last filing, when compared to funds in its category was in the top 42% in 1 year, top 47% over the past 3 years, and in the 35% over the past 5 years.

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