Fact sheet: Dimensional TaxManaged US Eq Pfl

Fund information

Fund name
Dimensional Tax-Managed US Equity Portfolio
Fund company manager
Dimensional Fund Advisors(US)
Fund type
SIB
Fund manager(s)
Fund objective
To achieve long-term capital appreciation while minimizing federal income taxes on returns.
Benchmark
-
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

19.62 %

1 Year rank in sector

57/209

Sector

FO Equity - USA

Yield
-
Fund size
-
FE Risk score

116

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.47 %9.55 %19.62 %33.38 %104.06 %
Sector0.93 %7.71 %15.55 %23.04 %79.99 %
Rank within sector77 / 21961 / 21657 / 20938 / 17530 / 145
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Calendar performance

YTD-20172016201520142013
Fund17.79 %12.68 %0.46 %12.44 %33.63 %
Sector14.06 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector59 / 21163 / 19570 / 17863 / 16454 / 146
Quartile th2 nd2 nd2 nd2 nd2 nd

Risk statistics

Alpha3.24
Beta0.92
Sharpe0.69
Volatility10.25
Tracking error3.13
Information ratio0.84
R-Squared0.92

Price movement

52 week high28.31
52 week low23.9
Current bid price0
Current offer price0
Current mid price28.29

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-