DFA US Large Cap Value Equity DFLVX is a compelling large-value strategy. It has a stronger value tilt than most of its peers, which increases risk. However, it should reward investors over the long term. The long-term efficacy of the fund’s style tilts, DFA’s flexible trading approach, and a low fee underpin its Morningstar Analyst Rating of Silver.
Will DFLVX 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 DFLVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFLVX 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 DFLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.