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Morningstar

DFA International Small Company I DFISX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.70  /  1.06 %
  • Total Assets 11.0 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Small/Mid Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.28%
  • Turnover 22%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DFISX

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

People Pillar

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

An extensive small-cap portfolio with some modest advantages.

Senior Analyst

Summary

| by Daniel Sotiroff

DFA International Small Company Portfolio follows a standout disciplined strategy and offers one of the most diverse portfolios in the foreign small/mid-blend Morningstar Category. It earns a Morningstar Analyst Rating of Gold.

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