DFA US Targeted Value
Historical Performance
Objective And Strategy
ObjectiveLong-term capital appreciation.
Strategy
Purchases a broad and diverse group of the readily marketable common stocks of U.S. small and mid-cap companies that the Advisor determines to be value stocks. In general, the higher the relative market capitalization of the eligible company, the greater its representation in the Portfolio. The Advisor may adjust market capitalization weights after considering such factors as momentum, trading strategies, liquidity management and other factors that the Advisor determines appropriate, given market conditions. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in securities of U.S. companies. The Portfolio may use derivatives, such as futures contracts and options on futures contracts for U.S. equity securities and indices.
Low Cost Fund
To meet the needs of many policyholders, we offer access to a suite of low-cost funds for an additional fee ranging from 0.10%-0.35% of the total amount of assets invested in the fund(s). See prospectus for further details.
Principle Risks
N/A
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Small Cap Value10/1995
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Documents
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Fund Family Summary Prospectus
Updated 05-01-2021
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Fund Semi-Annual Report
Updated 06-30-2021
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Fund Annual Report
Updated 12-31-2020
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Fund Prospectus
Updated 05-01-2021
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Fund SAI
Updated 05-01-2021
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Fund Family Summary Prospectus