DFA U.S. Small Cap Portfolio Institutional Class (DFSTX)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
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DFA U.S. Small Cap Portfolio Institutional Class Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 8,697 | $322,326.26 | $512,862.09 | $190,535.83 | 59.11% |
DFA U.S. Small Cap Portfolio Institutional Class (DFSTX) FAQ
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DFA U.S. Small Cap Portfolio Institutional Class Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund is designed to meet the investment needs of individuals seeking to preserve and grow their wealth through a diversified portfolio of municipal securities. The primary focus is on the investment in high-quality, investment-grade municipal securities, along with a strategic investment in inflation-protected securities and derivative instruments. The goal is to provide investors not only with tax-exempt interest income but also protection against inflation, ensuring a stable and growing investment. The fund adheres to a policy of investing at least 80% of its net assets in municipal securities that are exempt from federal income tax. It also maintains a cap where no more than 25% of its assets are invested in securities that are rated at the lower end of the investment-grade spectrum at the time of purchase. This strategy is designed to balance potential return with risk management.
Products and Services
- Investment Grade Municipal Securities
- Inflation-Protected Municipal Securities
- Derivative Instruments for Inflation Protection
- Strategic Investment Policy
This service focuses on investing in municipal bonds that are rated as investment grade. These bonds offer a lower risk of default and provide income that is typically exempt from federal income tax. The selection of these securities is aimed at generating stable and reliable tax-free income for investors.
Part of the fund’s portfolio includes municipal securities that offer protection against inflation. These securities are designed to adjust their payouts in line with inflation rates. Investing in inflation-protected municipal securities is a strategic move to preserve the purchasing power of the investors' capital over time.
The fund employs derivative instruments as a means to hedge against inflation risk. These financial instruments may include futures, options, swaps, and other derivatives that are tied to inflation benchmarks. The use of derivatives is intended to enhance the fund's ability to manage inflation risk effectively and secure real returns for the investors.
With a commitment to invest at least 80% of its net assets in tax-exempt municipal securities, the fund ensures a focus on tax-efficient income. Additionally, the policy of limiting investments in lower-rated investment grade municipal securities to no more than 25% of the fund’s assets is a measure to manage risk while seeking to optimize return potentials.
