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.
Will DFSVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFSVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFSVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DFSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.