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DFA US Small Cap Value I DFSVX

Analyst rating as of
NAV / 1-Day Return
28.78  /  0.95 %
Total Assets
11.0 Bil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Low
Longest Manager Tenure
8.64 years
Category
US Fund Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.41%
Turnover
19%
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Morningstar’s Analysis

Will DFSVX outperform in future?

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

Targets well-vetted characteristics that should reward investors over the long term.

Summary

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DFA U.S. Small Cap Value I uses a time-tested investment process that targets well-vetted traits based on academic research that should reward investors over the long term. DFA’s flexible trading approach enables cost-effective execution versus Morningstar Category peers. These traits, paired with its cost advantage relative to its category competition, should help it outperform the Russell 2000 Value Index. It earns a Morningstar Analyst Rating of Silver.

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