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DFA Selectively Hedged Global Equity Portfolio Institutional Class Shares – DSHGX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
13.730.03 (+0.22%)11.17 - 13.780.0

Market data as of 6:05PM 08/23/16. Quotes are delayed by at least 15 min.

Overview - DSHGX

The investment seeks long-term capital appreciation. The portfolio is a "fund of funds," which means that the Portfolio generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities and derivatives. It seeks to achieve exposure to a broad portfolio of securities of both U.S. companies and non-U.S. companies associated with countries with developed and emerging markets, including frontier markets, by primarily purchasing shares of U.S. Core Equity 2 Portfolio, International Core Equity Portfolio and Emerging Markets Core Equity Portfolio (the "underlying funds").

Growth of $10,000 (10 Years)

Total Return9.96%
Yield (Trailing 12 Mo.)2.55%
Expense Ratio0.66%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure5 Years
Fund Inception11/14/2011

Trailing Total Returns - DSHGX

as of 07/31/2016
TimeframeDSHGXS&P 500World Stock
1 Month4.48%3.69%4.15%
3 Month4.64%5.82%3.87%
1 Year-0.72%5.61%-1.35%
3 Year6.05%11.16%5.33%
5 Year--13.38%6.61%
10 Year--7.75%4.81%
Since Inception9.96%10.51%--

Sector Allocation - DSHGX

as of 07/31/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - DSHGX

as of 07/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$289.62M
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - DSHGX

as of 07/31/2016
CompanyYTD Return% of Assets
S+p500 Emini Fut Sep16 Xcme 20160916--4.97%

Valuation & Growth - DSHGX

as of 07/31/2016
ValuationDSHGXCategory Range
Price/Cash Flow7.83
Dividend Yield2.86
LT Earnings10.44
Historical Earnings10.04
Sales Growth-6.62
Cash-Flow Growth0.53
Book-Value Growth-0.69
Key:  Lo 

Morningstar Summary - DSHGX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Tax Analysis - DSHGX, 3 Year Avg

Pretax Return6.05%
Tax-adjusted Return4.53%
Tax Cost Ratio1.44%
Potential Cap Gains2.68%

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