Morningstar

DFA US High Relative Profitability Portfolio Institutional Class DURPX

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  • NAV / 1-Day Return $30.50  /  0.00
  • Fund Size $19.7B
  • Adjusted Expense Ratio 0.220%
  • Net Expense Ratio 0.220%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.85%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis DURPX

Will DURPX outperform in the 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 DURPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A diversified portfolio of wonderful companies.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

DFA US High Relative Profitability targets the most profitable stocks in the US market and tends to perform like a defensive portfolio, though it comes with other risks.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings DURPX

More DURPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.83 506M
Technology

Apple Inc

6.78 438M
Technology

Microsoft Corp

5.50 355M
Technology

Eli Lilly and Co

4.26 275M
Healthcare

Visa Inc Class A

4.25 275M
Financial Services

Micron Technology Inc

3.77 244M
Technology

Caterpillar Inc

2.45 159M
Industrials

Mastercard Inc Class A

2.30 149M
Financial Services

Lam Research Corp

2.10 136M
Technology

The Home Depot Inc

1.91 123M
Consumer Cyclical

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