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DFA US Large Company I DFUSX

Analyst rating as of
NAV / 1-Day Return
28.63  /  0.49 %
Total Assets
10.7 Bil
Adj. Expense Ratio
0.080%
Expense Ratio
0.080%
Fee Level
Low
Longest Manager Tenure
9.00 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.54%
Turnover
3%
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Morningstar’s Analysis

Will DFUSX outperform in future?

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

An affordable option to track the well-constructed S&P 500.

Associate Analyst

Summary

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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.

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