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Morningstar

DFA US Large Cap Value I DFLVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 44.03  /  1.20 %
  • Total Assets 24.2 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.220%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.00%
  • Turnover 15%

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

Morningstar’s Analysis DFLVX

Will DFLVX 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 DFLVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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.

Parent Pillar

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

A potent large-value portfolio.

Senior Analyst

Summary

| by Daniel Sotiroff

DFA US Large Cap Value Portfolio has a deeper value orientation than the Russell 1000 Value Index, and it tends to be riskier. It should reward investors that can weather its volatility. The fund earns a Morningstar Analyst Rating of Silver.

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