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DFA Japanese Small Company I DFJSX

Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 21.96  /  0.05 %
  • Total Assets 214.7 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Japan Stock
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 4.62%
  • Turnover 11%

Morningstar’s Analysis DFJSX

Will DFJSX outperform in future?

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

DFA Japanese Small Company I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings DFJSX

  • Current Portfolio Date
  • Equity Holdings 1703
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.40
853,792
Technology
0.37
776,647
Technology
0.37
775,952
Industrials
0.36
759,789
Utilities
0.36
758,856
Consumer Cyclical
0.35
733,103
Technology
0.33
709,799
Industrials
0.33
708,089
Industrials
0.33
705,318
Basic Materials
0.32
686,467
Technology