DFQTX – Fund Analysis – DFA US Core Equity 2 I | Morningstar

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Will DFQTX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFQTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the DFQTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of DFQTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Modest factor tilts should provide a long-term advantage.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

DFA US Core Equity 2 is a well-diversified strategy with some mild factor tilts and a low fee that should provide a long-term edge.

by Daniel Sotiroff

Rated on Apr 9, 2024 Published on Apr 9, 2024

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