DFA US Large Cap Value Portfolio has a deeper value orientation than the Russell 1000 Value Index, and it tends to be riskier. It should reward investors that can weather its volatility. The fund earns a Morningstar Analyst Rating of Silver.
- NAV / 1-Day Return 41.72 / 0.64 %
- Total Assets 22.2 Bil
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Adj. Expense Ratio
- Expense Ratio 0.210%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 2.04%
- Turnover 10%
Morningstar’s Analysis DFLVX
Will DFLVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 357
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 23.3