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 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

17.02 %

1 Year rank in sector

70/205

Sector

FO Equity - USA

Yield
-
Fund size
-
FE Risk score

114

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.78 %9.66 %17.02 %31.77 %101.46 %
Sector0.93 %7.97 %15.24 %23.64 %79.37 %
Rank within sector103 / 21776 / 21170 / 20548 / 17426 / 145
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Calendar performance

YTD-20172016201520142013
Fund11.28 %12.68 %0.46 %12.44 %33.63 %
Sector9.7 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector79 / 21160 / 19671 / 17860 / 16352 / 149
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Risk statistics

Alpha2.63
Beta0.94
Sharpe0.52
Volatility10.55
Tracking error3.3
Information ratio0.67
R-Squared0.91

Price movement

52 week high26.84
52 week low22.51
Current bid price0
Current offer price0
Current mid price26.84

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-