DFA US Small Cap Growth Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
DFA U.S. Small Cap Growth Portfolio Institutional Class DSCGX
- NAV / 1-Day Return 32.74 / +0.37 %
- Total Assets 1.9B
-
Adj. Expense Ratio
0.310%
- Expense Ratio 0.310%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.53%
- Turnover 18%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DSCGX
Will DSCGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DSCGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DSCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Sterling Infrastructure Inc | 0.80 | 15M | Industrials |
Hasbro Inc | 0.76 | 15M | Consumer Cyclical |
IES Holdings Inc | 0.68 | 13M | Industrials |
Exelixis Inc | 0.66 | 13M | Healthcare |
Murphy USA Inc | 0.64 | 12M | Consumer Cyclical |
TTM Technologies Inc | 0.64 | 12M | Technology |
Allison Transmission Holdings Inc | 0.63 | 12M | Consumer Cyclical |
BJ's Wholesale Club Holdings Inc | 0.60 | 12M | Consumer Defensive |
Powell Industries Inc | 0.60 | 12M | Industrials |
Aramark | 0.59 | 11M | Industrials |
United States