DFA U.S. Core Equity 1 Portfolio Institutional Class (DFEOX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 5.33% | 4.51% | 0.82% |
Year-to-Date | 4.63% | 4.20% | 0.43% |
1 Year | 19.29% | 0.00% | 19.29% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
35%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 35% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.19%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$249
Real cost (fees + lost compounding)
$307
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
100%
Return in excess of styles
(over past year)
-1.06%