DFA U.S. Small-Cap Value Portfolio offers broad exposure to the small-cap value segment of the U.S. market. Its well-diversified portfolio, cost-effective execution, and competitive fee earn a Morningstar Analyst Rating of Silver.
Morningstar’s Fund Analysis DFSVX
Will DFSVX 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 DFSVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFSVX 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 DFSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.