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DFA Emerging Markets I DFEMX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFEMX

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

  • People Pillar

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

A solid portfolio with mild style tilts.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

DFA Emerging Markets Portfolio is a solid strategy that diversifies stock-specific risk and tilts toward names with higher expected returns. However, it is still exposed to geopolitical and concentration risks from emerging-markets stocks.

by Lan Anh Tran
Rated on Published on

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