DFSTX – Fund Analysis – DFA US Small Cap I | Morningstar

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Will DFSTX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFSTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Compelling quantitative small-cap strategy.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

DFA US Small Cap and Dimensional US Small Company are backed by a quantitative strategy that provides diversified access to profitable small-cap US stocks. In what can be a risky market segment, this approach should give investors a better shake than most.

by Zachary Evens

Rated on May 31, 2024 Published on May 31, 2024

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