DFA Emerging Markets Portfolio is a solid strategy that diversifies stock-specific risk and tilts toward names with higher expected returns. But it is still exposed to emerging-markets-specific risks that may not be compensated. It earns a Morningstar Analyst Rating of Bronze.
- NAV / 1-Day Return 26.51 / 0.11 %
- Total Assets 4.5 Bil
-
Adj. Expense Ratio
0.360%
- Expense Ratio 0.360%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Diversified Emerging Mkts
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 3.57%
- Turnover 10%
Morningstar’s Analysis DFEMX
Will DFEMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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A solid portfolio with mild style tilts.
Summary
|- Current Portfolio Date Jan 31, 2023
- Equity Holdings 1822
- Bond Holdings 1
- Other Holdings 57
- % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Msci Emgmkt Mar23 Ifus 20230317
0.69
32,485,682
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