Advertisement
Skip to Content
Morningstar

DFA Global Equity R2 DGERX

Morningstar Analyst Rating
Analyst rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 28.83  /  0.97 %
  • Total Assets 8.2 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.500%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.56%
  • Turnover —

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis DGERX

Will DGERX outperform in future?

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

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the DGERX 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 DGERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A comprehensive global-stock portfolio with some modest advantages.

Senior Analyst

Summary

| by Daniel Sotiroff

Dimensional Global Equity Portfolio is a great, all-in-one global-stock fund. Its modest style tilts and low fee should provide a long-term edge over the MSCI ACWI, earning a Morningstar Analyst Rating of Silver.

Unlock our full analysis with Morningstar Investor