DFA U.S. Core Equity 2 Portfolio is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. An updated review of its solid, rules-based process, sound management team, and low fee, further confirms our confidence in its ability to outperform the Russell 1000 Index over the long run. As a result, we are upgrading its Morningstar Analyst Rating to Gold from Silver.
NAV / 1-Day Return
29.59 / 0.00
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleLarge Blend
Min. Initial Investment
Morningstar’s Fund Analysis DFQTX
Will DFQTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.