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Morningstar

DFA US Small Cap I DFSTX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
39.11  /  3.69 %
Total Assets
12.9 Bil
Adj. Expense Ratio
0.270%
Expense Ratio
0.270%
Fee Level
Low
Longest Manager Tenure
10.60 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.15%
Turnover
12%

Morningstar’s Fund Analysis DFSTX

Will DFSTX 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 DFSTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

A solid quantitative approach to small-cap stocks.

Associate Analyst

Summary

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DFA US Small Cap provides a quality portfolio of small-cap U.S. stocks employing Dimensional Fund Advisors' time-tested quantitative approach. The fund earns a Morningstar Analyst Rating of Silver.

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