| 32.60 Net Asset Value | +0.46% 1 Day | +11.84% Year-to-Date | Overall Morningstar Rating |
| Miscellaneous region Style or Category | No Load Sales Expenses | 0.63% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +8.74% | 3 years | +21.77% | |
| 3 months | +7.79% | 5 years | +6.61% | |
| 1 year | +40.79% | Since inception | +11.36% |
| DFUKX | Category | |
|---|---|---|
| Performance 5-yr return | +6.61% | -- |
| Expense ratio | 0.63% | 1.90% |
| Risk 5 year sharpe ratio | 0.36 | 0.01 |
| Net assets | $33.3M | $313.0M |
| Average market cap | $2.1B | $20.0B |
| Average P/E | 12.2 | 13.3 |
| Portfolio turnover | 6% | 6% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Dimensional Fund Advisors |
| Fund manager & tenure | Karen Umland / 14 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 21.71% |
| Business service | 15.23% |
| Financial service | 13.69% |
| Consumer service | 13.45% |
| Consumer goods | 11.11% |
| -- Persimmon PLC | 1.27% |
| -- William Hill PLC | 1.27% |
| -- Informa PLC | 1.25% |
| -- Ashtead Group PLC | 1.23% |
| -- Taylor Wimpey PLC | 1.20% |
| -- Spectris PLC | 1.18% |
| -- Travis Perkins PLC | 1.14% |
| -- Melrose Industries PLC | 1.14% |
| -- Invensys PLC | 1.14% |
| -- Babcock International Group PLC | 1.13% |
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