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DFA Emerging Markets Value Portfolio Institutional Class DFEVX Fund Analysis

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| Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFEVX

Will DFEVX outperform in the 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 DFEVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFEVX 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 DFEVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong value orientation amplifies risk.

Associate Analyst Madeleine Black

Madeleine Black

Associate Analyst

Summary

This Dimensional Emerging Markets Value strategy offers broad exposure to emerging-market equities while systematically applying tilts toward stocks with lower valuations, high profitability metrics, and smaller market caps. These active bets introduce certain risks that may not always be adequately compensated.

by Madeleine Black
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