MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

DFA US Social Core Equity 2 Ptfl (DFUEX)

EXPENSES

Cost Per $10,000:
3-Year: $68
5-Year: $119
10-Year: $271
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 15.12%    
70th
3-Year: 11.91%    
89th
5-Year: 8.78%    
86th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 1.53%    
61th
3-Year: 1.83%    
80th
5-Year: 0.91%    
54th
Show Details

MANAGEMENT

Fund Manager:
Name: Managed
Since: 02/01/2022

PORTFOLIO

Show Details
Data on this page as of 08/31/2023.

Underlying data by Value Line