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Morningstar

DFA Emerging Markets Social Core Port DFESX

Morningstar Analyst Rating
Quantitative rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 13.85  /  0.00
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.17%
  • Turnover 25%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis DFESX

Will DFESX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFESX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFESX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DFESX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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DFA Emerging Markets Social Core Port’s parent firm and notable investment philosophy are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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