Skip to Content

DFA US Large Cap Value I DFLVX

Analyst rating as of
NAV / 1-Day Return
32.68  /  1.33 %
Total Assets
19.9 Bil
Adj. Expense Ratio
0.260%
Expense Ratio
0.260%
Fee Level
Low
Longest Manager Tenure
8.64 years
Category
US Fund Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
2.25%
Turnover
Premium

Morningstar’s Analysis

Will DFLVX outperform in future?

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

This fund offers a deep-value tilt.

Summary

| |

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.

Unlock our full analysis with Morningstar Premium