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Morningstar

DFA Intl Hi Relatv Profitability Instl DIHRX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 12.97  /  +1.01 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.41%
  • Turnover 11%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis DIHRX

Will DIHRX 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 DIHRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong management team and sound investment process underpin DFA Intl Hi Relatv Profitability Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DIHRX

More DIHRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

4.55 75.9 Mil
Healthcare

Lvmh Moet Hennessy Louis Vuitton SE

3.81 63.6 Mil
Consumer Cyclical

ASML Holding NV ADR

3.68 61.4 Mil
Technology

Roche Holding AG

2.63 43.9 Mil
Healthcare

TotalEnergies SE

2.43 40.6 Mil
Energy

Nestle SA

2.25 37.4 Mil
Consumer Defensive

Sony Group Corp

1.70 28.3 Mil
Technology

Unilever PLC ADR

1.53 25.5 Mil
Consumer Defensive

BP PLC ADR

1.52 25.4 Mil
Energy

BHP Group Ltd ADR

1.51 25.2 Mil
Basic Materials