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

19.96 %

1 Year rank in sector

44/206

Sector

FO Equity - USA

Yield
-
Fund size
-
FE Risk score

111

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.92 %6.53 %19.96 %31.47 %90.01 %
Sector2.56 %3.51 %15.6 %21.26 %67.79 %
Rank within sector46 / 21857 / 21244 / 20635 / 17427 / 145
Quartile th1 st2 nd1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund13.15 %12.68 %0.46 %12.44 %33.63 %
Sector9.85 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector65 / 21162 / 19571 / 17861 / 16452 / 149
Quartile th2 nd2 nd2 nd2 nd2 nd

Risk statistics

Alpha3
Beta0.93
Sharpe0.55
Volatility10.3
Tracking error3.13
Information ratio0.8
R-Squared0.92

Price movement

52 week high27.29
52 week low22.51
Current bid price0
Current offer price0
Current mid price27.29

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-