DFA International Small Cap Value Portfolio is a well-designed strategy that pursues small stocks trading at lower valuations. Morningstar’s ratings framework, which places more emphasis on fees, has recognized this fund’s expense ratio as a substantial advantage over its peers. As a result, we are upgrading its Morningstar Analyst Rating to Gold from Silver.
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.