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Dfa Us Large Company Portfolio: (MF: DFUSX)

(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET

$41.81 USD

-0.21 (-0.50%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 6.17 35
3 months 10.94 45
6 months 6.17 35
1 Year 15.10 30
3 Year 19.62 30
5 Year 16.57 13
10 Year 13.58 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 107.63
Bear Market (10/07 - 2/09) -50.68
Bull Market (2/09 - 3/21) 1,042.72

Load Adjusted Returns as of Jun 30, 2025

1 Year 15.10
5 Year 16.56
10 Year 13.59
Since Inception 7.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.30 10.94 NA NA
2024 10.53 4.23 5.86 2.40
2023 7.48 8.72 -3.24 11.65
2022 -4.61 -16.11 -4.93 7.55
2021 6.15 8.53 0.55 11.01
2020 -19.60 20.54 8.91 12.19

Annual Return

20252024202320222021202020192018201720162015
% Total Return 6.1724.9026.23-18.1828.6018.4131.41-4.4421.7611.891.40
% Total Return Rel to Index -0.03-0.12-0.010.01-0.070.01-0.07-0.05-0.03-0.040.01
% Total Return Rel to Peer 1.035.503.231.516.55-1.502.982.411.084.073.00
% Perf Quintile vs Peer* 0.000.002.003.001.003.002.002.003.002.002.00
% Dividends 0.220.470.420.410.380.440.430.370.380.360.32
% Yield 0.521.171.481.461.051.511.701.871.802.001.94
Capital Gains ($) 0.000.010.891.221.840.630.120.130.060.100.14
Expense Ratio 0.080.080.080.080.080.150.080.080.080.080.08

* 1 = Top 20%, 5 = Bottom 20%