Morningstar

DFA US Small Cap Growth Instl DSCGX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 28.81  /  +1.34 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.67%
  • Turnover 25%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis DSCGX

Will DSCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSCGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DSCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin DFA US Small Cap Growth Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings DSCGX

More DSCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sprouts Farmers Market Inc

0.93 12.3 Mil
Consumer Defensive

Allison Transmission Holdings Inc

0.63 8.3 Mil
Consumer Cyclical

Louisiana-Pacific Corp

0.62 8.2 Mil
Industrials

Halozyme Therapeutics Inc

0.60 7.9 Mil
Healthcare

Graphic Packaging Holding Co

0.59 7.7 Mil
Consumer Cyclical

Encompass Health Corp

0.58 7.7 Mil
Healthcare

Ensign Group Inc

0.57 7.6 Mil
Healthcare

MarketAxess Holdings Inc

0.57 7.5 Mil
Financial Services

Simpson Manufacturing Co Inc

0.56 7.5 Mil
Basic Materials

AAON Inc

0.56 7.4 Mil
Industrials

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