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DFEOX DFA US Core Equity 1 I

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Fund DFEOX DFA US Core Equity 1 I SIZE iShares Edge MSCI USA Size Factor  
Similarity
?
100% 94%
Annual Fees
?
$20.09
(0.19% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$50,202.46 $50,809.56
Est. savings over 30 yrs +$607.10
Return
As of 11/30/16
1 YR RETURN 9.28%
3 YR 8.07%
5 YR 14.58%
10 YR 7.22%
1 YR RETURN 9.42%
3 YR 9.86%
5 YR --
10 YR --
Description
The investment seeks to achieve long-term capital appreciation. The fund purchases a broad and diverse group of securities of U.S. companies with a greater emphasis on small capitalization and value companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a free float adjusted market capitalization weighted portfolio of U.S. operating companies listed on the New York Stock Exchange ("NYSE"), NYSE MKT LLC or Nasdaq Global Market® or such other securities exchanges deemed appropriate by the Advisor.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization 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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

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".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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