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DFA Japanese Small Company Portfolio Institutional Class (DFJSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Japan stock
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
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 Japanese Small Company Series (the "Japanese 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- the Japanese Small Company Series will invest at least 80% of its net assets in securities of Japanese small companies.


1 month+5.49% 3 years+20.83%
3 months+12.98% 5 years+16.22%
1 year+37.95% Since inception+6.18%
Data through --

Peer Comparisonvs. Japan stock

Performance 5-yr return+16.22%+14.24%
Expense ratio0.64%1.28%
Risk 5 year sharpe ratio1.301.09
Net assets$677.7M$666.5M
Average market cap$864.3M$13.8B
Average P/E15.717.6
Portfolio turnover16%16%

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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 stock98.67%
Fixed income0.95%
U.S. stock0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 30.19%
Consumer goods 22.91%
Consumer service 13.01%
Financial service 10.28%
Hardware 5.65%
Top 10 Holdings
Portfolio weighting
-- 0.36%
-- 0.35%
-- 0.35%
-- 0.34%
-- 0.31%
-- 0.31%
-- 0.31%
-- 0.31%
-- 0.29%
-- 0.29%