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DFVFX DFA International Value IV

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Fund DFVFX DFA International Value IV
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Similarity
?
100%
Annual Fees
?
$28.52
(0.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$47,507.78
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 1.69%
3 YR -2.11%
5 YR 5.17%
10 YR 0.50%
Description
The investment seeks long-term capital appreciation. The International Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, The DFA International Value Series (the "International Value Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. The International Value Series, using a market capitalization weighted approach, purchases securities of large non-U.S. companies in countries with developed markets that Dimensional Fund Advisors LP (the "Advisor") determines to be value stocks.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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