Despite DFA US Social Core Equity 2 Portfolio’s middling Process Pillar rating, strength in the Parent Pillar helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
- NAV / 1-Day Return 21.39 / 0.83 %
- Total Assets 1.6 Bil
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Adj. Expense Ratio
- Expense Ratio 0.210%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.26%
- Turnover 14%
Morningstar’s Analysis DFUEX
Will DFUEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.