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DFA US Core Equity 1 I DFEOX Fund Analysis

| 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.

Modest factor tilts should provide a long-term advantage.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA U.S. Core Equity 1 Portfolio is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. The combination of its rules-based process, sound management team, and low fee earns a Morningstar Analyst Rating of Gold.

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