DFA International Value I Fund (DFIVX) to Watch
DFA International Value I (DFIVX) a Zacks Rank #2 (Buy) was incepted in February 1994 and is managed by Dimensional Fund Advisors Inc. DFIVX seeks to achieve long-term capital appreciation. DFIVX pursues its objective by investing in the stocks of large non-US companies, which the advisor believes to be value stocks at the time of purchase. Securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value. Under normal market conditions, DFIVX intends to invest its assets in at least three non-U.S. countries, with no more than 40% of its assets in any one country.
DFIVX has a history of strong total returns for over 10 years. Specifically, the fund’s returns over the 1 and 5 year benchmarks; 1 year 1.61% and 5 year 5.03%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
DFIVX’s performance, as of the last filing, when compared to funds in its category was in the top 30% in 1 year, top 48% over the past 3 years, and in the 40% over the past 5 years.
This fund, as of the last filing, allocates their fund in two major groups; Foreign Stock and Large Value. Further, as of the last filing, BP, Vodafone Group and HSBC Holdings were the top holdings for DFIVX.
DFA International Value I, managed by Dimensional, carries an expense ratio of 0.43%. Moreover, DFIVX requires a minimal initial investment of $0.
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