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DFA US Core Equity 2 I DFQTX

Analyst rating as of

Morningstar’s Analysis

Will DFQTX outperform in future?

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

Modest factor tilts should provide a long-term advantage.

Senior Analyst


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DFA U.S. Core Equity 2 Portfolio is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. An updated review of its solid, rules-based process, sound management team, and low fee, further confirms our confidence in its ability to outperform the Russell 1000 Index over the long run. As a result, we are upgrading its Morningstar Analyst Rating to Gold from Silver.

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