DFA Emerging Markets Portfolio Institutional Class (DFEMX)

$28.02
C Fund
- Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkEmerging Markets
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
DFA Emerging Markets Portfolio Institutional Class 15 0.73 8.65% 0.82% 0.57%
Emerging Markets 16 0.77 12.11% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -2.20% -1.96% -0.24%
Year-to-Date 8.65% 12.11% -3.46%
1 Year 0.16% 1.69% -1.53%

Risk, Fees & Styles

(as of 5/31/2019)
RISK PROFILE Help

Fund's Risk

15%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 15% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.57%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$732

Real cost (fees + lost compounding)

$905

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
-0.40%