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DFA Global Equity R2 DGERX

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

Morningstar’s Analysis DGERX

Will DGERX outperform in future?

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

A comprehensive global-stock portfolio with some modest advantages.

Senior Analyst

Summary

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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.

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