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.
DFA International Small Company I DFISX
NAV / 1-Day Return
23.26
/
0.04
%
Total Assets
13.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.440%
Expense Ratio
0.440%
Fee Level
Low
Longest Manager Tenure
11.64
years
Category
Foreign Small/Mid Blend
Investment Style
Small BlendMin. Initial Investment
0
Status
Open
TTM Yield
1.65%
Turnover
—
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
