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Morningstar

DFA Continental Small Company I DFCSX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 28.58  /  0.49 %
  • Total Assets 725.4 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Europe Stock
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.96%
  • Turnover 11%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis DFCSX

Will DFCSX 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 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.

A sound investment process and strong management team underpin DFA Continental Small Company I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFCSX

More DFCSX Holdings
  • Current Portfolio Date
  • Equity Holdings 1129
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Banco BPM SpA

1.10
7,153,151
Financial Services

Banco de Sabadell SA

0.98
6,400,183
Financial Services

PSP Swiss Property AG

0.90
5,882,533
Real Estate

BE Semiconductor Industries NV

0.88
5,744,532
Technology

Leonardo SpA Az nom Post raggruppamento

0.87
5,677,589
Industrials

Helvetia Holding AG

0.77
5,000,800
Financial Services

Georg Fischer AG

0.71
4,601,521
Industrials

Jyske Bank A/S

0.67
4,368,004
Financial Services

Rexel SA

0.63
4,126,753
Technology

Wartsila Corp

0.62
4,017,207
Industrials