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DFA US Large Cap Value I DFLVX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis DFLVX

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

  • People Pillar

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

A potent large-value portfolio.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA US Large Cap Value Portfolio has a deeper value orientation than the Russell 1000 Value Index and tends to be riskier. But it should reward investors that can weather its volatility.

by Daniel Sotiroff
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