Morningstar

DFA International Small Cap Growth Portfolio DISMX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $19.69  /  +1.49 %
  • Fund Size $316.9M
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.98%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis DISMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA International Small Cap Growth 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
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Portfolio Holdings DISMX

More DISMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Belimo Holding AG

0.97 3M
Industrials

VAT Group AG

0.85 3M
Industrials

Babcock International Group PLC

0.84 3M
Industrials

Finning International Inc

0.84 3M
Industrials

Indra Sistemas SA SHS Class -A-

0.80 3M
Technology

GEA Group AG

0.78 3M
Industrials

Orion Oyj Class B

0.75 2M
Healthcare

Gaztransport et technigaz SA

0.74 2M
Energy

IMI PLC

0.71 2M
Industrials

Games Workshop Group PLC

0.65 2M
Consumer Cyclical

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