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 world large stock Morningstar Category benchmark and many of its peers. It earns a Morningstar Analyst Rating of Silver.
DFA Global Equity R2 DGERX
NAV / 1-Day Return
30.74
/
1.54
%
Total Assets
8.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.500%
Expense Ratio
0.500%
Fee Level
Low
Longest Manager Tenure
18.09
years
Category
World Large-Stock Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
1.37%
Turnover
—
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
