Despite DFA US Sustainability Targeted Val Instl’s middling Process Pillar rating, strength in the Parent Pillar helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
- NAV / 1-Day Return 17.81 / 0.45 %
- Total Assets 379.4 Mil
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Adj. Expense Ratio
- Expense Ratio 0.340%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.13%
- Turnover 29%
Morningstar’s Analysis DAABX
Will DAABX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.