DFA Emerging Markets Portfolio uses a solid strategy that diversifies stock-specific risk and tilts toward names with higher expected returns. But it no longer diversifies its country-specific risks as well as it had historically, and it levies a relatively high fee for what it provides. It earns a Morningstar Analyst Rating of Bronze.
Will DFEMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFEMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFEMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DFEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.