DFA International Value has a deeper value orientation than many of its peers, but it should reward long-term investors that can weather its volatility. DFA cut the fee on this fund in February 2020, so the Institutional share class earns a Morningstar Analyst Rating upgrade to Silver from Bronze; the more expensive R2 share class retains its Bronze rating.
DFA International Value I DFIVX
NAV / 1-Day Return
17.51
/
0.34
%
Total Assets
8.0 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.
0.390%
Expense Ratio
0.390%
Fee Level
Low
Longest Manager Tenure
10.89
years
Category
Foreign Large Value
Investment Style
Large ValueMin. Initial Investment
0
Status
Open
TTM Yield
2.42%
Turnover
—
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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 DFIVX 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 DFIVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DFIVX 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 DFIVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An acute focus on cheap stocks.
