DFA US Large Company offers a well-diversified, low-turnover portfolio that is representative of the investment opportunity set within the large-blend Morningstar Category. It tracks the S&P 500, which captures approximately 80% of the total market capitalization of the U.S. equity market. The strategy’s competitive expense ratio gives it a durable edge over its category peers. These considerations earn it a Morningstar Analyst Rating of Gold.
Will DFUSX 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 DFUSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFUSX 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 DFUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.