U.S. Small Cap Growth Portfolio: ETF Class Shares

Frequently Asked Questions About DUSG

What does DUSG invest in?

The DFA Investment Dimensions Group Inc. - U.S. Small Cap Growth Portfolio is an open-ended equity mutual fund, launched and overseen by Dimensional Fund Advisors L.P. Established in the United States on December 20, 2012, this fund dedicates its investments to the U.S. public equity markets. Its strategy involves acquiring growth stocks from small-capitalization companies operating across a wide spectrum of diversified sectors. The fund's performance is gauged against the benchmarks of the Russell 2000 Growth Index and the Russell 3000 Index.

What is the expense ratio of DUSG?

U.S. Small Cap Growth Portfolio: ETF Class Shares (DUSG) charges an expense ratio of 0.33%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DUSG?

U.S. Small Cap Growth Portfolio: ETF Class Shares (DUSG) manages $1.93B 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 DUSG actively managed or an index fund?

DUSG is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (DUSG's is 0.33%) because there's no security selection cost.

When was DUSG launched?

U.S. Small Cap Growth Portfolio: ETF Class Shares (DUSG) launched in December 2012 and is managed by Dimensional.

How has DUSG performed?

DUSG'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.