About DUSLX
DFA U.S. Large Cap Growth Portfolio Institutional Class is a mutual fund focused on achieving long-term capital appreciation by investing in a broad and diverse selection of large-cap U.S. companies. The fund targets firms with high profitability and favorable relative prices, emphasizing those in sectors with significant growth potential, such as technology, healthcare, and financial services. Notable holdings include industry leaders like NVIDIA, Apple, Microsoft, and Eli Lilly and Co., reflecting a tendency toward companies with strong earnings growth and innovation. This portfolio operates within the large growth category, concentrating on stocks that are projected to expand more rapidly than other large-cap equities, typically characterized by higher price ratios and lower dividend yields. Managed by Dimensional Fund Advisors, the fund maintains a low expense ratio and a disciplined, systematic investment process. It plays an important role in the market by offering institutional and other investors broad exposure to major U.S. growth companies, providing diversification across top industry sectors while pursuing capital growth over the long term.
Fund Family Dimensional Fund Advisors
Category Large Growth
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol DUSLX
Index Russell 1000 Growth TR
DUSLX had a total return of 8.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.39%.
