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DFA US Core Equity 1 I DFEOX

Analyst rating as of
NAV / 1-Day Return
29.72  /  1.02 %
Total Assets
27.5 Bil
Adj. Expense Ratio
0.140%
Expense Ratio
0.140%
Fee Level
Low
Longest Manager Tenure
10.35 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.46%
Turnover
4%

Morningstar’s Analysis

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

Summary

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DFA U.S. Core Equity 1 Portfolio is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. An updated review of its solid, rules-based process, sound management team, and low fee, further confirms our confidence in its ability to outperform the Russell 1000 Index over the long run. As a result, we are upgrading its Morningstar Analyst Rating to Gold from Silver.

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