DFA U.S. Small Cap provides a quality portfolio of small-cap U.S. stocks employing Dimensional Fund Advisors’ time-tested quantitative approach. However, fee competition is stiff in its category, and the fund’s relatively higher fee limits its Morningstar Analyst Rating to Silver.
Will DFSTX 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 DFSTX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFSTX 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 DFSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.