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

13.88 %

1 Year rank in sector

64/208

Sector

FO Equity - USA

Yield
-
Fund size
-
FE Risk score

111

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.57 %3.39 %13.37 %29.04 %88.82 %
Sector-1.76 %2.01 %11.13 %20.55 %68.28 %
Rank within sector109 / 21979 / 21464 / 20842 / 17626 / 147
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Calendar performance

YTD-20172016201520142013
Fund8.88 %12.68 %0.46 %12.44 %33.63 %
Sector7.11 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector78 / 21362 / 19772 / 18062 / 16653 / 151
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Risk statistics

Alpha3.28
Beta0.93
Sharpe0.67
Volatility10.44
Tracking error3.17
Information ratio0.87
R-Squared0.92

Price movement

52 week high26.9
52 week low22.51
Current bid price0
Current offer price0
Current mid price26.26

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-