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DFA Tax-Managed US Targeted Value Fund (DTMVX)

DFA Tax-Managed US Targeted Value Fund (DTMVX) Quote

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DFA Tax-Managed US Targeted Value Fund (DTMVX) Profile

Category
Inception Date
12-10-1998
Address
DFA Investment Dimensions Group Inc 1299 Ocean Ave Ste 650 11th FL Santa Monica, CA 90401 USA
888-576-1167
Manager
Stephen A. Clark
Manager Start Date
02-27-2009
Profile
The investment seeks long-term capital appreciation while minimizing federal income taxes on returns. The fund, using a market capitalization weighted approach, generally purchases a broad and diverse group of readily marketable common stocks of U.S. small and mid cap companies that the advisor determines to be value stocks. It invests at least 80% of net assets in securities of U.S. companies. The fund can lend its portfolio securities to generate additional income.
Net Assets
2.34B
Minimum Investment
$0
Morningstar Rating
2 stars

DFA Tax-Managed US Targeted Value Fund (DTMVX) News

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DFA Tax-Managed US Targeted Value Fund (DTMVX) additional information

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