Morningstar

DFA Continental Small Company Portfolio Institutional Class DFCSX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $38.96  /  +0.15 %
  • Fund Size $80.7M
  • Adjusted Expense Ratio 0.420%
  • Net Expense Ratio 0.420%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Europe Stock
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.30%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis DFCSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA Continental Small Company I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings DFCSX

More DFCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bawag Group AG Ordinary Shares

1.44 2M
Financial Services

GEA Group AG

0.85 1M
Industrials

Belimo Holding AG

0.82 985,108
Industrials

Orion Oyj Class B

0.81 972,096
Healthcare

Telecom Italia SpA

0.78 934,023
Communication Services

PSP Swiss Property AG

0.78 932,935
Real Estate

Swiss Prime Site AG

0.75 892,900
Real Estate

Rexel SA

0.74 890,908
Technology

Accor SA

0.74 884,996
Consumer Cyclical

Ringkjoebing Landbobank AS Bearer and/or registered Shs

0.73 877,719
Financial Services

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