Morningstar

DFA U.S. Small Cap Growth Portfolio Institutional Class DSCGX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $33.10  /  0.00
  • Fund Size $1.9B
  • Adjusted Expense Ratio 0.310%
  • Net Expense Ratio 0.310%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.59%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis DSCGX

Will DSCGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DSCGX

More DSCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Halozyme Therapeutics Inc

0.76 15M
Healthcare

Medpace Holdings Inc

0.76 15M
Healthcare

Crown Holdings Inc

0.71 14M
Consumer Cyclical

Five Below Inc

0.67 13M
Consumer Cyclical

Manhattan Associates Inc

0.66 13M
Technology

Exelixis Inc

0.65 13M
Healthcare

Sterling Infrastructure Inc

0.62 12M
Industrials

Texas Roadhouse Inc

0.61 12M
Consumer Cyclical

Allegion PLC

0.61 12M
Industrials

IES Holdings Inc

0.61 12M
Industrials

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