DFA World Core Equity Portfolio Institutional Class DREIX Strategy

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Strategy

The investment seeks to achieve long-term capital appreciation. The Portfolio generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities. It typically allocates its investments among the underlying funds in the following manner: 35% to 80% in the U.S. Core Equity 1 Portfolio; 15% to 55% in the International Core Equity Portfolio; and 5% to 20% in the Emerging Markets Core Equity Portfolio.

Ticker
Name
Share Class Type
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Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
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Minimum Initial Investment
1-Year Net Flow
DREIX
DFA World Core Equity Portfolio Institutional ClassInstitutionalOpen $1.39B0.270%Low$0−$2.67M

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