Advertisement
Skip to Content
Morningstar

DFA Emerging Markets Value I DFEVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 28.66  /  0.60 %
  • Total Assets 10.9 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.44%
  • Turnover 14%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DFEVX

Will DFEVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFEVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFEVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DFEVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong value orientation amplifies risk.

Senior Analyst

Summary

| by Daniel Sotiroff

DFA Emerging Markets Value Portfolio has a strong value orientation that pulls it toward risky segments of the market. The risks it takes will certainly add volatility, but its uncertain whether they'll add a commensurate increment of return. The fund earns a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Investor