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.
Will DFIVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of DFIVX’s parent organization’s priorities and whether they’re in line with investors’ interests.