DFA US Targeted Value Portfolio follows a time-tested process focused on the small-value segment of the U.S. market. Its broad portfolio, cost-effective execution, and competitive fee support a Morningstar Analyst Rating of Silver.
Morningstar’s Fund Analysis DFFVX
Will DFFVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFFVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFFVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DFFVX’s parent organization’s priorities and whether they’re in line with investors’ interests.