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

22.4 %

1 Year rank in sector

41/205

Sector

FO Equity - USA

Yield
-
Fund size
-
FE Risk score

116

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.6 %10.79 %22.4 %45.64 %98.2 %
Sector2.41 %8.08 %17.63 %32.81 %74.17 %
Rank within sector78 / 21658 / 21241 / 20537 / 17428 / 145
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Calendar performance

YTD-20172016201520142013
Fund15.92 %12.68 %0.46 %12.44 %33.63 %
Sector12.47 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector63 / 20862 / 19372 / 17763 / 16552 / 147
Quartile th2 nd2 nd2 nd2 nd2 nd

Risk statistics

Alpha3.38
Beta0.93
Sharpe0.69
Volatility10.26
Tracking error3.14
Information ratio0.89
R-Squared0.92

Price movement

52 week high27.83
52 week low22.51
Current bid price0
Current offer price0
Current mid price27.84

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-