DFUEX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

DFA US Social Core Equity 2 Portfolio (DFUEX) Ownership - Who owns DFA US Social Core Equity 2 Portfolio?

The investment seeks long-term capital appreciation... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

DFUEX

Net Assets

1.72B

Fund Existence

over 17 years

Turnover

14.00

Total Expense Ratio

0.22

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.22

Assets in Top Ten Holdings

407M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.72B

Fund Type

OpenEnd

Index Fund

Management Fee

0.18

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

2027.00

Number of Net Holdings

2027.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

26.93%

Gain YTD

-4.615

Annual Yield % from dividends

1.02

Returns for 1 year

6.85

Returns for 3 years

21.34

Returns for 5 years

131.55

Returns for 10 years

113.06

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category LargeBlend

Profile

Fundamentals

Details