DFA U.S. Large Cap Growth Portfolio

Frequently Asked Questions About DUSLX

What does DUSLX invest in?

The Portfolio actively invests in a wide array of easily tradable stocks from major U.S. corporations. The investment advisor selects these companies specifically for their strong profitability and attractive valuations when compared to other large American businesses at the time of acquisition. As a general operating principle, and under typical market conditions, a minimum of 80% of the fund's net assets will be committed to securities issued by large-capitalization U.S. firms.

What is the expense ratio of DUSLX?

DFA U.S. Large Cap Growth Portfolio (DUSLX) charges an expense ratio of 0.18%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DUSLX?

DFA U.S. Large Cap Growth Portfolio (DUSLX) manages $4.47B 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 DUSLX actively managed or an index fund?

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

When was DUSLX launched?

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

How has DUSLX performed?

DUSLX'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.