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.
DFA US Large Company I DFUSX
NAV / 1-Day Return
33.17
/
0.09
%
Total Assets
12.1 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.
0.080%
Expense Ratio
0.080%
Fee Level
Low
Longest Manager Tenure
9.89
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
1.09%
Turnover
4%
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 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.
An affordable option to track the well-constructed S&P 500.
