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DFA US Sustainability Targeted Val Instl DAABX

Quantitative rating as of
NAV / 1-Day Return
16.44  /  0.31 %
Total Assets
328.8 Mil
Adj. Expense Ratio
0.400%
Expense Ratio
0.340%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.16%
Turnover
21%

Morningstar’s Analysis DAABX

Will DAABX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Despite DFA US Sustainability Targeted Val Instl’s middling Process Pillar rating, strength in the Parent Pillar helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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