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Morningstar

DFA US Large Company I DFUSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 27.39  /  1.30 %
  • Total Assets 10.0 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.51%
  • Turnover 2%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DFUSX

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.

Analyst

Summary

| by Lan Anh Tran

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.

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