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Morningstar

DFA International Value I DFIVX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of

Morningstar’s Analysis DFIVX

Will DFIVX 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 DFIVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Emphasizes cheap but low-quality stocks.

Associate Analyst

Summary

| by Zachary Evens

Dimensional International Value Portfolio leans into stocks trading at low valuations, but these names tend to be lower quality than those found in the benchmark index. Low fees heighten the appeal of this fund, and it should reward investors who can weather the volatility. The cheapest institutional share class earns a Morningstar Analyst Rating upgrade to Silver, while the more expensive R2 share class earns an Analyst Rating of Bronze. The ETF is new to coverage and its 0.30% fee earns it an Analyst Rating of Silver.

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