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DFA US Large Company I DFUSX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
33.45  /  1.21 %
Total Assets
12.0 Bil
Adj. Expense Ratio
0.080%
Expense Ratio
0.080%
Fee Level
Low
Longest Manager Tenure
9.57 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.25%
Turnover
3%

USD | NAV as of Sep 23, 2021 | 1-Day Return as of Sep 23, 2021, 9:31 PM GMT+00:00

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Morningstar’s Analysis

Will DFUSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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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

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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

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The Parent Pillar is our rating of DFUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An affordable option to track the well-constructed S&P 500.

Associate Analyst

Summary

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DFA US Large Company offers a well-diversified, low-turnover portfolio that is representative of the investment opportunity set within the large-blend Morningstar Category. It tracks the S&P 500, which captures approximately 80% of the total market capitalization of the U.S. equity market. The strategy’s competitive expense ratio gives it a durable edge over its category peers. These considerations earn it a Morningstar Analyst Rating of Gold.

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