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DFA Continental Small Company Portfolio Institutional Class (DFCSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Europe stock
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund- the Continental Small Company Series (the "Continental Small Company Series") of the DFA Investment Trust Company (the "Trust")- which has the same investment objective and policies as the Portfolio. As a non-fundamental policy- under normal circumstances- it will invest at least 80% of its net assets in securities of small companies located in continental Europe.


1 month+1.52% 3 years+15.22%
3 months+0.23% 5 years+15.73%
1 year+34.32% Since inception+10.04%
Data through --

Peer Comparisonvs. Europe stock

Performance 5-yr return+15.73%+9.25%
Expense ratio0.64%1.35%
Risk 5 year sharpe ratio1.160.69
Net assets$649.7M$800.4M
Average market cap$2.7B$31.1B
Average P/E16.118.9
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyDimensional Fund Advisors
Fund manager & tenureJed Fogdall / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--


International stock94.49%
Fixed income3.20%
U.S. stock1.70%
Top 5 Sectors
Portfolio weighting
Industrial materials 25.26%
Financial service 16.96%
Consumer goods 15.27%
Consumer service 8.14%
Business service 7.63%
Top 10 Holdings
Portfolio weighting
-- 0.69%
-- 0.64%
-- 0.64%
-- 0.62%
-- 0.61%
-- 0.59%
-- 0.57%
-- 0.55%
-- 0.54%
-- 0.54%