DFA - International Small Cap Growth Portfolio

Frequently Asked Questions About DISMX

What does DISMX invest in?

This fund primarily seeks out small, non-U.S. companies situated in developed markets, employing a market capitalization weighting scheme for its investments. The advisor meticulously selects these firms based on their robust financial health, evidenced by high profitability, and their appealing valuations compared to other international small-cap businesses at the point of acquisition. Under typical market conditions, and as a flexible operational guideline rather than a strict mandate, the portfolio commits a minimum of 80% of its net assets to the stock of small businesses within its designated investment universe.

What is the expense ratio of DISMX?

DFA - International Small Cap Growth Portfolio (DISMX) charges an expense ratio of 0.45%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DISMX?

DFA - International Small Cap Growth Portfolio (DISMX) manages $334.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is DISMX actively managed or an index fund?

DISMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DISMX launched?

DFA - International Small Cap Growth Portfolio (DISMX) launched in December 2012 and is managed by Dimensional.

How has DISMX performed?

DISMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.