About DSCGX
DFA U.S. Small Cap Growth Portfolio Institutional Class is a mutual fund that aims to achieve long-term capital appreciation by investing primarily in small-cap growth companies across the United States. Leveraging a market capitalization-weighted approach, the fund selects a broad and diverse group of small-cap firms considered to have high profitability and favorable relative prices within their segment. Its portfolio spans various sectors, with notable holdings in consumer defensive, healthcare, industrials, and financial services, reflecting its commitment to diversification.
The fund is classified within the small growth category, focusing on companies at the lower end of market capitalization that exhibit rapid growth rates in earnings, sales, and cash flow. With over 570 holdings, it seeks to capture the dynamism of younger, expanding companies, often in up-and-coming industries. Managed by a team at Dimensional Fund Advisors, the fund maintains a relatively low expense ratio, providing a cost-effective vehicle for institutional investors seeking exposure to small-cap growth equities. As such, it plays a significant role in offering targeted access to a volatile yet potentially rewarding segment of the U.S. equity market.
Fund Family Dimensional Fund Advisors
Category Small Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DSCGX
Index Russell 2000 Growth TR
DSCGX had a total return of 10.97% in the past year, including dividends.
Since the fund's inception, the average annual return has been 10.59%.
