DFA U.S. Core Equity II Portfolio Institutional Class (DFQTX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.34% | 4.14% | 0.20% |
Year-to-Date | 5.94% | 6.20% | -0.26% |
1 Year | 21.25% | 0.00% | 21.25% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
36%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 36% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.22%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$287
Real cost (fees + lost compounding)
$355
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-0.43%