Morningstar

DFA U.S. Micro Cap Portfolio Institutional Class DFSCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFSCX

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

  • People Pillar

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

A cost-conscious approach to the smallest US stocks.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

The DFA US Micro Cap strategy takes some of the edge off a market segment that’s risky and difficult to invest in, and that should confer a long-term edge over its Morningstar Category peers.

by Daniel Sotiroff
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