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DFA US Sustainability Targeted Val Instl DAABX

Quantitative rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 17.81  /  0.45 %
  • Total Assets 379.4 Mil
  • Adj. Expense Ratio
    0.360%
  • 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.

Summary

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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.

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