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Morningstar

DFA Continental Small Company I DFCSX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 30.88  /  +0.85 %
  • Total Assets 783.9 Mil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Europe Stock
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.84%
  • Turnover 11%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis DFCSX

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

  • People Pillar

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

A sound investment process and strong management team underpin DFA Continental Small Company I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFCSX

More DFCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Banco de Sabadell SA

0.99 7.7 Mil
Financial Services

BE Semiconductor Industries NV

0.97 7.5 Mil
Technology

Leonardo SpA Az nom Post raggruppamento

0.96 7.5 Mil
Industrials

Georg Fischer AG

0.82 6.4 Mil
Industrials

PSP Swiss Property AG

0.79 6.2 Mil
Real Estate

Banco BPM SpA

0.79 6.2 Mil
Financial Services

Usd

0.68 5.3 Mil
Cash and Equivalents

Jyske Bank A/S

0.65 5.0 Mil
Financial Services

Helvetia Holding AG

0.64 5.0 Mil
Financial Services

Wartsila Corp

0.62 4.9 Mil
Industrials