Morningstar

DFA Japanese Small Company Portfolio Institutional Class DFJSX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $33.52  /  −0.21 %
  • Fund Size $282.1M
  • Adjusted Expense Ratio 0.400%
  • Net Expense Ratio 0.400%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Japan Stock
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.86%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis DFJSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA Japanese Small Company I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DFJSX

More DFJSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiyo Yuden Co Ltd

0.71 2M
Technology

SUMCO Corp

0.58 2M
Technology

Seiko Group Corp

0.54 2M
Consumer Cyclical

Daishi Hokuetsu Financial Group Inc

0.48 1M
Financial Services

Citizen Watch Co Ltd

0.47 1M
Consumer Cyclical

Hokuhoku Financial Group Inc

0.47 1M
Financial Services

Shiga Bank Ltd

0.46 1M
Financial Services

Mitsubishi Materials Corp

0.46 1M
Basic Materials

Hirogin Holdings Inc Ordinary Shares

0.46 1M
Financial Services

Nishi-Nippon Financial Holdings Inc

0.45 1M
Financial Services

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