DFA U.S. Small Cap Growth Portfolio (DSCGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.19: the stock has moved about 19% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDFA U.S. Small Cap Growth Portfolio (DSCGX) trades at $32.72. DFA U.S. Small Cap Growth Portfolio (DSCGX) invests in a diverse range of readily marketable securities of U.S. small-cap companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for DSCGX: DSCGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
DFA U.S. Small Cap Growth Portfolio (DSCGX) Financial Services Profile
DFA U.S. Small Cap Growth Portfolio (DSCGX) employs a market capitalization-weighted approach, investing in profitable U.S. small-cap companies with favorable relative prices. The fund maintains a diversified portfolio, allocating at least 80% of its net assets to small-cap U.S. equities, operating within the competitive asset management landscape.
What Is the Investment Thesis for DSCGX?
DSCGX presents an investment opportunity to gain exposure to the U.S. small-cap growth market. The fund's market capitalization-weighted approach ensures diversification across a broad range of companies. The focus on high profitability and favorable relative prices aims to identify companies with strong growth potential. With a beta of 1.19, DSCGX exhibits slightly higher volatility compared to the market. The fund's performance is closely tied to the overall performance of the U.S. small-cap market and the advisor's ability to select companies with superior growth characteristics. The fund does not offer a dividend yield. A key risk is the potential underperformance relative to its benchmark due to active management decisions.
Based on FMP financials and quantitative analysis
DSCGX Key Highlights
Market Cap of $1.97B indicates the size and scale of the fund's investments in small-cap companies.
- Beta of 1.19 suggests the fund is slightly more volatile than the overall market.
- The fund invests at least 80% of its net assets in securities of small cap U.S. companies.
- The fund uses a market capitalization weighted approach.
- The fund focuses on companies with high profitability and relative prices compared to other U.S. small cap companies.
Who Are DSCGX's Competitors?
DSCGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DIHRX International High Relative Profitability Portfolio Institutional Class | $16.35 | +1.30% | $1.74B | — |
| FSENX Fidelity Select Portfolios - Energy Portfolio | $90.61 | +0.32% | $2.61B | — |
| GABUX Gabelli Utilities Fd Class AAA | $4.33 | +0.70% | $1.61B | — |
| LISOX Lazard International Strategic Equity Ptf Open Shares | $14.07 | +0.93% | $1.44B | — |
| PENNX Royce Pennsylvania Mutual Fd, Investment Class | $10.71 | +0.94% | $2.07B | — |
| BLK BlackRock, Inc. | $1074.14 | +1.37% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.34 | -0.98% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DSCGX's Key Strengths?
Disciplined investment approach focused on profitability and relative value.
- Diversified portfolio mitigating company-specific risk.
- Experienced investment management team.
- Market capitalization weighted approach.
What Are DSCGX's Weaknesses?
Dependence on the advisor's stock selection skills.
- Potential for underperformance relative to benchmark.
- No dividend yield.
- Higher expense ratio compared to passive index funds.
What Are the Key Risks for DSCGX?
Economic recession negatively impacting small-cap companies.
- Underperformance relative to benchmark due to stock selection.
- Market volatility affecting small-cap stock prices.
- Changes in interest rates impacting company valuations.
- Increased competition from other asset managers.
What Threats Does DSCGX Face?
- Economic downturns impacting small-cap companies.
- Increased competition from other asset managers.
- Changes in investor sentiment towards small-cap stocks.
- Regulatory changes impacting the asset management industry.
What Are DSCGX's Competitive Advantages?
- Established track record in small-cap growth investing.
- Disciplined investment approach focused on profitability and relative value.
- Diversified portfolio mitigating company-specific risk.
What Does DSCGX Do?
DFA U.S. Small Cap Growth Portfolio (DSCGX) is an actively managed investment portfolio focused on U.S. small-cap companies. The fund utilizes a market capitalization-weighted approach to construct a diversified portfolio. DSCGX invests in a broad range of readily marketable securities of U.S. small-cap companies identified by the advisor as having high profitability and favorable relative prices compared to their peers at the time of purchase. The portfolio is designed to provide investors with exposure to the growth potential of small-cap companies while maintaining diversification to mitigate risk. Under normal circumstances, at least 80% of the portfolio's net assets are invested in securities of small-cap U.S. companies. The fund operates within the asset management industry, catering to investors seeking exposure to the small-cap growth segment of the U.S. equity market. DSCGX aims to deliver long-term capital appreciation by strategically allocating capital to companies that exhibit strong financial characteristics and growth prospects.
What Products and Services Does DSCGX Offer?
- Invests in a diverse group of readily marketable securities.
- Focuses on U.S. small-cap companies.
- Employs a market capitalization weighted approach.
- Targets companies with high profitability.
- Considers relative prices compared to other U.S. small-cap companies.
- Invests at least 80% of its net assets in small-cap U.S. companies.
How Does DSCGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the total AUM.
- Performance may influence investor inflows and outflows, impacting AUM and revenue.
What Industry Does DSCGX Operate In?
DSCGX operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by market trends, economic conditions, and regulatory changes. The fund competes with other asset managers offering small-cap growth strategies, such as DIHRX, FSENX, GABUX, LISOX, and PENNX. The growth of the asset management industry is driven by factors such as increasing disposable incomes, rising awareness of investment opportunities, and the growing demand for retirement planning solutions. The competitive landscape is shaped by factors such as investment performance, fees, brand reputation, and distribution capabilities.
Who Are DSCGX's Key Customers?
- Individual investors seeking exposure to U.S. small-cap growth stocks.
- Institutional investors, including pension funds and endowments.
- Financial advisors and wealth managers allocating client assets.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -3.9%.
DSCGX Financials
Bull Case vs Bear Case
Bull Case
- Disciplined investment approach focused on profitability and relative value.
- Diversified portfolio mitigating company-specific risk.
- Experienced investment management team.
- Market capitalization weighted approach.
Bear Case
- Dependence on the advisor's stock selection skills.
- Potential for underperformance relative to benchmark.
- No dividend yield.
- Higher expense ratio compared to passive index funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DSCGX Latest News
No recent news available for DSCGX.
DSCGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DSCGX.
Price Targets
Wall Street price target analysis for DSCGX.
DSCGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DSCGX; grades run from A+ (80-100) to F (below 30).
DFA U.S. Small Cap Growth Portfolio Financials Stock: Key Questions Answered
What does DFA U.S. Small Cap Growth Portfolio do?
DFA U.S. Small Cap Growth Portfolio (DSCGX) invests in a diversified portfolio of U.S. small-cap companies that exhibit high profitability and favorable relative prices.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Reliance on provided data for company and financial information.