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Morningstar

DFA Emerging Markets Core Equity I DFCEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFCEX

Will DFCEX 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 DFCEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A broad strategy with some mild factor tilts.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

DFA Emerging Markets Core Equity Portfolio borrows some of the best attributes of index-tracking funds while taking advantage of the freedom that comes from not rigidly tracking an index. However, the portfolio is still exposed to emerging markets-specific risks that may not be compensated. The fund earns a Morningstar Analyst Rating of Bronze.

by Lan Anh Tran
Rated on Published on

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