DFA U.S. Core Equity 2 Portfolio is a well-diversified strategy that leans toward stocks with smaller market caps and lower valuations. Its factor tilts, recent fee cuts, and well-diversified portfolio should help it beat the Russell 1000 Index on a risk-adjusted basis over the long run. It earns a Morningstar Analyst Rating of Silver.
Will DFQTX 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 DFQTX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFQTX 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 DFQTX’s parent organization’s priorities and whether they’re in line with investors’ interests.