Morningstar

DFA U.S. Large Cap Growth Portfolio Institutional Class DUSLX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return$45.37  /  +2.74%
  • Fund Size$4.3B
  • Adjusted Expense Ratio0.180%
  • Net Expense Ratio0.180%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.82%
  • Turnover Ratio10%
NAV and 1-Day Return as of

Morningstar’s Analysis DUSLX

Will DUSLX outperform in the 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 DUSLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA US Large Cap Growth Instl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DUSLX

More DUSLX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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4.46200M
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Visa Inc Class A

4.35195M
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Broadcom Inc

4.22189M
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Microsoft Corp

3.84172M
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Micron Technology Inc

3.68165M
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Mastercard Inc Class A

3.12140M
Financial Services

Lam Research Corp

2.95132M
Technology

Caterpillar Inc

2.58116M
Industrials

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