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DFA US Core Equity 1 I DFEOX

Analyst rating as of
NAV / 1-Day Return
36.00  /  0.50 %
Total Assets
33.0 Bil
Adj. Expense Ratio
0.150%
Expense Ratio
0.150%
Fee Level
Low
Longest Manager Tenure
9.65 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.24%
Turnover
3%
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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. Dimensional cut the management fee on this fund in early 2020 and again in early 2021, further improving its low-cost advantage. It earns a Morningstar Analyst Rating of Silver.

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