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.
DFA US Core Equity 2 I DFQTX
NAV / 1-Day Return
32.38
/
0.34
%
Total Assets
34.3 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.
0.190%
Expense Ratio
0.190%
Fee Level
Low
Longest Manager Tenure
9.58
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
1.07%
Turnover
3%
Premium
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 DFQTX 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 DFQTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of DFQTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Modest factor tilts should provide a long-term advantage.
