Tony DongOct. 28, 2024 10 Largest Mutual Funds by AUM Size matters when it comes to mutual funds, but it's definitely not everything. Marc GubertiOct. 15, 2024 Vanguard vs. Fidelity Here's a breakdown of offerings from Vanguard and Fidelity to help you decide which fit your needs. ...
7 Best No-Minimum Funds Those who don't want to make a $3,000 minimum investment will find these mutual funds more accessible. Marc GubertiDec. 10, 2024 International Stock Funds to Buy U.S. stocks are looking expensive. Diversifying internationally via these funds can potentially help investo...
Fund Matrix Credit Quality Yield to Maturity Interest Rate Sensitivity Low High Med Medium Term High Yield: Instruments with medium-term duration and low credit quality lead this fixed income fund portfolio. Asset Allocation US Stock Non US Stock Other Cash US Bond Non US Bond Preferred Sector Al...
Mutual Fund | $USD | NAV SummaryHoldingsRatingsMomentumDividendsPeersCharting Charting Historical Prices Splits DFSCX vs. SP500 + Select Symbols+ Select Metrics Charting intervals 1D 5D 1M 6M YTD 1Y 3Y 5Y 10Y DFSCX 13.18% Price Returndelete legend SP500 23.20% Price Returndelete legend ...
Micro Cap Portfolio Inst Holdings and Sector Allocations Follow310 followers $29.570.03 (+0.10%)02/11/25 Mutual Fund | $USD | NAV SummaryHoldingsRatingsMomentumDividendsPeersCharting Holdings Breakdown Stocks Financials 22.44% Industrials 17.80% Consumer Cyclical 13.81% Technology 13.18% Health Care...
Fund Performance The fund has returned -4.74 percent over the past year, 12.88 percent over the past three years, 5.38 percent over the past five years, and 6.80 percent over the past decade. Hypothetical Growth of $10,000 DFA US Micro Cap Portfolio S&P 500 TR USD12/201207/201402/201609...
See DFA US Micro Cap Portfolio (DFSCX) mutual fund ratings from all the top fund analysts in one place. See DFA US Micro Cap Portfolio performance, holdings, fees, risk and other data from Morningstar, S&P, and others.