Quick Guide To DFA International Small Company Portfolio Institutional Class Fund

DFA International Small Company Portfolio Institutional Class Fund (DFISX –MF report) a Zacks Ranked #1 (Strong Buy) was created  in September 1996 and is managed by Dimensional Fund Advisors Inc. DFISX seeks to achieve long-term capital appreciation. DFISX pursues its objective by investing in the small companies of Europe (20-45%), Japan (20-45%), Pacific Rim (0-25%), and United Kingdom (5-25%).

This Non US – Equity product, as of the last filing, allocates their fund in four major groups; Foreign Stock, Foreign Bond, High Yield Bond and Precious Metal.

DFA International Small Company Portfolio Institutional Class, is managed by Dimensional, and carries an expense ratio of 0.54%.

DFISX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, and 5 year benchmarks are 6.03% and 3.69% respectively. To see how this fund performed compared in its category, please click here.

DFISX’s performance, as of the last filing, when compared to funds in its category was in the top 3% in 1 year, top 4% over the past 3 years, and in the 12% over the past 5 years.