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DFA US Core Equity 1 I DFEOX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFEOX

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

  • People Pillar

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

Modest factor tilts should provide a long-term advantage.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA US Core Equity is a well-diversified strategy with some mild factor tilts and a low fee that should provide a long-term edge.

by Daniel Sotiroff
Rated on Published on

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