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Morningstar

DFA Selectively Hedged Global F/I I DFSHX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.05  /  0.00
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.04%
  • Effective Duration 2.33 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DFSHX

Will DFSHX outperform in future?

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

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the DFSHX 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 DFSHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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DFA Selectively Hedged Global F/I I’s parent firm and notable investment philosophy are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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