The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFSVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the DFSVX 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 DFSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A potent and cost-effective small-value strategy.
Daniel Sotiroff
Senior Analyst
Summary
DFA US Small-Cap Value Portfolio offers a compelling option with its broad, well-diversified portfolio and cost-effective execution.