DFA U.S. Large Company Portfolio offers a well-diversified, low-turnover portfolio of U.S. large-cap stocks at a razor-thin expense ratio. These considerations earn it a Morningstar Analyst Rating of Gold.
DFA US Large Company I DFUSX
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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 DFUSX 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 DFUSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DFUSX 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 DFUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A well-constructed portfolio.
