M*: Among The Best For Small-Cap Exposure

Ted

FYI: DFA U.S. Micro Cap is among the best funds available for exposure to the smallest U.S. stocks. The fund systematically avoids the most-expensive and least-profitable micro-cap firms while maintaining broad diversification. It augments its efficient market-cap-weighted construction by patiently trading to minimize transaction costs, which is especially important in this illiquid market size segment. These features provide the fund a leg up over its peers and support its Morningstar Analyst Rating of Gold.
Regards,
Ted
https://www.morningstar.com/articles/868729/among-the-best-for-smallcap-exposure.html

Old_Skeet

Ted apparently needs some more coffee this morning.

Below is the M* report link.

http://www.morningstar.com/funds/xnas/dfscx/quote.html

BenWP

Obviously, M* caters to other than individual investors, yet I often wonder why they profile DFA funds most of us can't buy.

LewisBraham

@Benwp Because there are thousands of financial advisers who can and those advisers are highly valuable customers to Morningstar.