DFA U.S. Small Cap Growth Portfolio (DSCGX) Research

This fund utilizes a market-capitalization weighting methodology to invest in a broad and diversified selection of readily tradable stocks from smaller American companies. The investment advisor focuses on identifying these small-cap firms based on their robust profitability and their competitive pricing compared to other U.S. small-cap entities at the time of acquisition. As a standard practice, not a fundamental mandate, the portfolio aims to allocate at least 80% of its net assets to U.S. small-capitalization securities under typical market circumstances.

Market snapshot

Symbol
DSCGX
Price
$33.75
Day change
+1.56%
Market cap
$2.0B
52-week range
27.87-33.77
Sector
Financial Services
Industry
Asset Management

Peer companies

  • International High Relative Profitability Portfolio Institutional Class (DIHRX)
  • Fidelity Select Portfolios - Energy Portfolio (FSENX)
  • Gabelli Utilities Fd Class AAA (GABUX)
  • Lazard International Strategic Equity Ptf Open Shares (LISOX)
  • Royce Pennsylvania Mutual Fd, Investment Class (PENNX)
  • Schwab Fundamental US Small Company Idx (SFSNX)
  • Selected American Shares Inc. Class S (SLASX)
  • Transamerica US Growth A (TADAX)

Open DFA U.S. Small Cap Growth Portfolio (DSCGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.