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DFUEX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

DFA US Social Core Equity 2 Portfolio (DFUEX) Ownership - Who owns DFA US Social Core Equity 2 Portfolio?

The investment seeks long-term capital appreciation... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

DFUEX

Net Assets

2.04B

Fund Existence

almost 18 years

Turnover

8.00

Total Expense Ratio

0.22

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.22

Assets in Top Ten Holdings

407M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.04B

Fund Type

OpenEnd

Index Fund

Management Fee

0.18

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

2063.00

Number of Net Holdings

2063.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

27.00%

Gain YTD

7.162

Annual Yield % from dividends

0.93

Returns for 1 year

15.70

Returns for 3 years

63.13

Returns for 5 years

100.76

Returns for 10 years

142.62

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General Information

Category LargeBlend

Profile

Fundamentals

Details