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Dfa International Value Portfolio Institutional Class (DFIVX)

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21.18 0.01    0%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 8.88B
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Underlying:  MSCI World ex USA Net
Asset Class:  Equity
DFA International Value I 21.18 0.01 0%

DFIVX Overview

 
Find basic information about the Dfa International Value Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DFIVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US25434D2036)
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Rating
1-Year Change9.51%
Prev. Close21.17
Risk Rating
TTM Yield4.22%
ROE10.30%
IssuerDimensional Fund Advisors
Turnover15%
ROA3.03%
Inception DateFeb 15, 1994
Total Assets8.88B
Expenses0.28%
Min. InvestmentN/A
Market Cap35.02B
CategoryForeign Large Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1091 987 1219 1227 1503 1695
Fund Return 9.09% -1.3% 21.92% 7.07% 8.48% 5.42%
Place in category 108 217 150 49 22 33
% in Category 26 67 47 18 10 16

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 37.16B 18.75 8.68 11.96
  DFA US Core Equity 2 I 35.48B 18.07 8.52 11.41
  DFA International Core Equity I 30.65B 6.51 2.60 5.71
  DFA Emerging Markets Core Equity I 27.82B 10.46 2.29 4.58
  DFA US Large Cap Value I 25.83B 14.64 7.57 8.98

Top Funds for Foreign Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox International Stock 39.84B 8.75 5.16 4.54
  Fidelity Series International VVV 14.98B 10.37 7.59 5.74
  Vanguard International Value Inv 12.95B 4.98 2.27 4.43
  Causeway International Value Instl 10.3B 6.85 8.13 5.56
  Oakmark International Institutional 8.08B -1.64 -1.09 -

Top Holdings

Name ISIN Weight % Last Change %
  Shell ADR US7802593050 4.12 66.03 -0.36%
  TotalEnergies SE FR0000120271 3.31 57.09 -0.16%
  Zurich Insurance Group CH0011075394 1.58 553.00 +0.99%
  Novartis CH0012005267 1.33 93.68 +2.32%
  UBS Group CH0244767585 1.33 28.30 +0.57%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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