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.
- NAV / 1-Day Return 32.49 / 0.40 %
- Total Assets 28.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.140%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 1.43%
- Turnover 5%
Morningstar’s Analysis DFEOX
Will DFEOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 2675
- Bond Holdings 0
- Other Holdings 11
- % Assets in Top 10 Holdings 20.4