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Morningstar

DFA US Large Cap Value III DFUVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 28.69  /  0.45 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.130%
  • Expense Ratio 0.140%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 2.10%
  • Turnover 15%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DFUVX

Will DFUVX 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 DFUVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFUVX 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 DFUVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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DFA US Large Cap Value III’s parent firm and notable investment philosophy underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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