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

26.51 %

1 Year rank in sector

49/209

Sector

FO Equity - USA

Yield
-
Fund size
-
FE Risk score

116

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund5.16 %14.99 %26.51 %48.04 %108.39 %
Sector3.73 %11.33 %19.73 %35.11 %81.45 %
Rank within sector58 / 21931 / 21849 / 20929 / 17622 / 144
Quartile th2 nd1 st1 st1 st1 st

Calendar performance

YTD-20182017201620152014
Fund5.38 %21.44 %12.68 %0.46 %12.44 %
Sector4.27 %16.78 %8.86 %-1.57 %10.68 %
Rank within sector45 / 21954 / 20961 / 19369 / 17660 / 162
Quartile th1 st2 nd2 nd2 nd2 nd

Risk statistics

Alpha3.75
Beta0.93
Sharpe0.75
Volatility10.27
Tracking error3.15
Information ratio1.01
R-Squared0.92

Price movement

52 week high30.58
52 week low24.59
Current bid price0
Current offer price0
Current mid price30.58

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-