DFLVX - DFA U.S. Large Cap Value Portfolio Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD
-0.32 (-0.83%)
At close: 8:00PM EST
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Previous Close38.45
YTD Return-4.11%
Expense Ratio (net)0.27%
CategoryLarge Value
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingHigh
Sustainability Rating
Net Assets25.8B
Beta (5Y Monthly)1.10
5y Average ReturnN/A
Holdings Turnover15.00%
Last Dividend0.15
Average for CategoryN/A
Inception DateFeb 18, 1993
  • Morningstar

    Best Ways to Reach for Value, Whenever it Shines

    Value investment strategies buy stocks when they are cheap relative to their fundamentals, such as earnings, sales, and book value. A dollar invested at the end of 1926 in a portfolio that targeted the cheapest quintile of U.S. stocks based on price/book ratio would be worth 18 times a dollar invested in a portfolio that targeted the most expensive quintile. Value investing may have paid off due to mispricing from excessive optimism about fast-growing stocks and excess pessimism about firms with less favorable prospects.

  • Morningstar

    Buy the Unloved: 2020 Edition

    A simple contrarian investing strategy to consider.