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-3.39% 3 years+15.28%
3 months+6.53% 5 years+14.52%
1 year+32.04% Since inception+10.30%
Data through --

Peer Comparisonvs. Europe stock

Performance 5-yr return+14.52%+8.05%
Expense ratio0.64%1.33%
Risk 5 year sharpe ratio1.110.66
Net assets$749.7M$852.5M
Average market cap$2.8B$30.7B
Average P/E16.218.7
Portfolio turnover13%13%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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


International stock94.25%
Fixed income3.53%
U.S. stock1.52%
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
-- 0.67%
-- 0.66%
-- 0.63%
-- 0.63%
-- 0.59%
-- 0.59%
-- 0.56%
-- 0.56%
-- 0.54%
-- 0.54%