Morningstar

DFA Large Cap International Portfolio Institutional Class DFALX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $37.94  /  +0.85 %
  • Fund Size $9.1B
  • Adjusted Expense Ratio 0.180%
  • Net Expense Ratio 0.180%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.95%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis DFALX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA Large Cap International I 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 DFALX

More DFALX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV ADR

1.73 161M
Technology

Shell PLC ADR (Representing - Ordinary Shares)

1.29 120M
Energy

Roche Holding Ag Common Stock Chf.001

1.29 120M
—

Usd

1.21 112M
Cash and Equivalents

Future on E-mini S&P 500 Futures

1.02 94M
—

Nestle SA

1.00 93M
Consumer Defensive

Royal Bank of Canada

0.96 89M
Financial Services

TotalEnergies SE

0.91 84M
Energy

Allianz SE

0.83 77M
Financial Services

BHP Group Ltd

0.74 68M
Basic Materials

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