DFA US Large Cap Value has a deeper value orientation than Russell 1000 Value Index and tends to be riskier. It will likely reward long-term investors who can weather volatility and earns a Morningstar Analyst Rating of Silver.
Will DFLVX 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 DFLVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFLVX 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 DFLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.