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DFA US Social Core Equity 2 Portfolio DFUEX

Quantitative rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 21.39  /  0.83 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.210%
  • 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.

Summary

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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.

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