DFA U.S. Core Equity 1 employs a time-tested process that targets factors based on academic research that should reward investors over the long term. DFA’s flexible trading approach enables cost-effective execution. These attributes in combination with its cost advantage relative to large-blend Morningstar Category peers should help it outperform the Russell 1000 Index over the long term. It earns a Morningstar Analyst Rating of Silver.
Will DFEOX 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 DFEOX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of DFEOX’s parent organization’s priorities and whether they’re in line with investors’ interests.