Fund Spy

An Attractive Small-Cap Option

Adam McCullough, CFA

The following is our latest Fund Analyst Report for DFA US Small Cap (DFSTX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. 

DFA US Small Cap is an attractive choice in the small-blend Morningstar Category. This fund systematically removes stocks with characteristics that have been associated with lower expected returns over the long run. It packages the remaining stocks in an efficient market-cap-weighted portfolio that seeks to keep trading costs down. The fund's reasonable fee adds to its sustainable edge over peers. These attributes support its Morningstar Analyst Rating of Gold.

Adam McCullough, CFA does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.