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Morningstar

DFA US Small Cap Growth Instl DSCGX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 25.61  /  −0.20 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.66%
  • Turnover 25%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis DSCGX

Will DSCGX outperform in 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.

A sound investment process and strong management team underpin DFA US Small Cap Growth Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

1.99 22.4 Mil
Cash and Equivalents

e.l.f. Beauty Inc

1.13 12.8 Mil
Consumer Defensive

Comfort Systems USA Inc

0.95 10.7 Mil
Industrials

Murphy USA Inc

0.80 9.1 Mil
Consumer Cyclical

Atkore Inc

0.79 8.9 Mil
Industrials

Fabrinet

0.77 8.7 Mil
Technology

Installed Building Products Inc

0.76 8.5 Mil
Consumer Cyclical

Simpson Manufacturing Co Inc

0.75 8.5 Mil
Basic Materials

Eagle Materials Inc

0.75 8.5 Mil
Basic Materials

Kinsale Capital Group Inc

0.71 8.0 Mil
Financial Services