DFA U.S. Small Cap Growth Portfolio

Frequently Asked Questions About DSCGX

What does DSCGX invest in?

This fund utilizes a market-capitalization weighting methodology to invest in a broad and diversified selection of readily tradable stocks from smaller American companies. The investment advisor focuses on identifying these small-cap firms based on their robust profitability and their competitive pricing compared to other U.S. small-cap entities at the time of acquisition. As a standard practice, not a fundamental mandate, the portfolio aims to allocate at least 80% of its net assets to U.S. small-capitalization securities under typical market circumstances.

What is the expense ratio of DSCGX?

DFA U.S. Small Cap Growth Portfolio (DSCGX) charges an expense ratio of 0.31%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DSCGX?

DFA U.S. Small Cap Growth Portfolio (DSCGX) manages $2.05B 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 DSCGX actively managed or an index fund?

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

When was DSCGX launched?

DFA U.S. Small Cap Growth Portfolio (DSCGX) launched in December 2012 and is managed by Dimensional.

How has DSCGX performed?

DSCGX'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.