DFVIX – Fund Analysis – DFA International Value III | Morningstar

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Will DFVIX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFVIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the DFVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of DFVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin DFA International Value III's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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