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DFA Tax-Managed US Marketwide Value II Fund (DFMVX)

DFA Tax-Managed US Marketwide Value II Fund (DFMVX) Quote

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DFA Tax-Managed US Marketwide Value II Fund (DFMVX) Profile

Category
Inception Date
12-16-1998
Address
6300 Bee Cave Road, Building One Austin, TX 78746 USA
512-306-7400
http://www.dfafunds.com
Manager
Stephen A. Clark
Manager Start Date
03-29-2008
Profile
The investment seeks long-term capital appreciation. The fund is a Feeder Portfolio and invests substantially all assets in its corresponding Master Fund, The Tax-Managed U.S. Marketwide Value Series (the â??Tax-Managed Value Seriesâ?) of the Trust. The master fund invests at least 80% of net assets in securities of U.S. companies that the advisor determines to be value stocks. It can lend its portfolio securities to generate additional income.
Net Assets
931.50M
Minimum Investment
$0
Morningstar Rating
3 stars

DFA Tax-Managed US Marketwide Value II Fund (DFMVX) News

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DFA Tax-Managed US Marketwide Value II Fund (DFMVX) additional information

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