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.
DFA US Large Cap Value I DFLVX
NAV / 1-Day Return
40.80
/
0.32
%
Total Assets
22.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.220%
Expense Ratio
0.220%
Fee Level
Low
Longest Manager Tenure
10.33
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
0
Status
Open
TTM Yield
1.61%
Turnover
—
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
