DFA International Small Cap Value Portfolio is a well-designed strategy that pursues small stocks trading at lower valuations. Dimensional made several cuts to its expense ratio over the past few years, which should provide this strategy with a durable advantage over the long run. It earns a Morningstar Analyst Rating of Gold.
Will DISVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DISVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DISVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DISVX’s parent organization’s priorities and whether they’re in line with investors’ interests.