Morningstar

DFA Emerging Markets Core Equity 2 Portfolio Institutional Class DFCEX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $33.89  /  −0.59 %
  • Fund Size $37.1B
  • Adjusted Expense Ratio 0.390%
  • Net Expense Ratio 0.390%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.67%
  • Turnover Ratio 5%
NAV and 1-Day Return as of

Morningstar’s Analysis DFCEX

Will DFCEX outperform in the 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.

All-cap exposure to emerging-markets equities with a balanced style tilt.

Associate Analyst Madeleine Black

Madeleine Black

Associate Analyst

Summary

Dimensional Emerging Markets Core Equity offers cost-efficient broad market emerging-market equity exposure with modest systematic style tilts.

by Madeleine Black
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Portfolio Holdings DFCEX

More DFCEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.86 3B
Technology

Samsung Electronics Co Ltd

5.28 2B
Technology

SK hynix Inc

3.14 1B
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.36 912M
Technology

Tencent Holdings Ltd

1.69 656M
Communication Services

Alibaba Group Holding Ltd Ordinary Shares

0.86 334M
Consumer Cyclical

MediaTek Inc

0.83 321M
Technology

China Construction Bank Corp Class H

0.58 226M
Financial Services

ASE Technology Holding Co Ltd

0.50 193M
Technology

Petroleo Brasileiro SA Petrobras

0.49 191M
Energy

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