DFA U.S. Targeted Value I employs a time-tested investment process that targets well-vetted characteristics based on academic research that should reward investors over the long term. DFA’s flexible trading approach enables cost-effective execution. These attributes, in combination with its fee advantage relative to its competition, should help it outperform the Russell 2000 Value Index over the long run. It earns a Morningstar Analyst Rating of Silver.
Will DFFVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFFVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFFVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DFFVX’s parent organization’s priorities and whether they’re in line with investors’ interests.