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.
- NAV / 1-Day Return 29.28 / 0.85 %
- Total Assets 30.5 Bil
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Adj. Expense Ratio
- Expense Ratio 0.190%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.37%
- Turnover 5%
Morningstar’s Analysis DFQTX
Will DFQTX outperform in future?
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