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DFA US Large Cap Value I DFLVX

Analyst rating as of
NAV / 1-Day Return
40.04  /  3.44 %
Total Assets
21.3 Bil
Adj. Expense Ratio
0.220%
Expense Ratio
0.220%
Fee Level
Low
Longest Manager Tenure
10.60 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
2.13%
Turnover

Morningstar’s Fund Analysis DFLVX

Will DFLVX outperform in future?

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

A potent large-value portfolio.

Senior Analyst

Summary

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DFA US Large Cap Value has a deeper value orientation than Russell 1000 Value Index and tends to be riskier. It will likely reward long-term investors who can weather volatility and earns a Morningstar Analyst Rating of Silver.

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