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Dfa U.s. Large Cap Value Portfolio Institutional Class (DFLVX)

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47.12 +0.34    +0.73%
19/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 23.95B
DFA US Large Cap Value I 47.12 +0.34 +0.73%

DFLVX Overview

 
Find basic information about the Dfa U.s. Large Cap 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 DFLVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.78%
Prev. Close46.78
Risk Rating
TTM Yield1.78%
ROE15.27%
IssuerN/A
Turnover10%
ROA5.81%
Inception DateFeb 19, 1993
Total Assets23.95B
Expenses0.22%
Min. InvestmentN/A
Market Cap74.67B
CategoryLarge Value
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Dfa U.s. Large Cap Value Portfolio Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1112 1112 1234 1304 1683 2436
Fund Return 11.19% 11.19% 23.37% 9.24% 10.98% 9.31%
Place in category 185 185 393 511 495 311
% in Category 16 16 34 45 49 43

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 32.24B 10.49 10.50 11.80
  DFA US Core Equity 2 I 31.5B 10.00 10.16 11.16
  DFA International Core Equity I 30.75B 4.67 4.53 4.98
  DFA Emerging Markets Core Equity I 26.14B 2.38 -0.23 4.18
  DFA US Small Cap Value I 14.92B 4.98 10.01 8.39

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 67.07B 8.50 10.37 11.08
  Vanguard Equity-Income Adm 51.96B 7.81 9.87 10.27
  Vanguard Windsor II Admiral 48.41B 8.89 9.92 10.76
  American Funds American Mutual A 37.8B 7.08 9.04 9.67
  Vanguard Value Index Adm 36.41B 9.75 10.19 10.44

Top Holdings

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 4.89 185.84 +2.53%
  Exxon Mobil US30231G1022 4.04 119.90 +1.16%
  Chevron US1667641005 2.64 160.05 +1.57%
  Berkshire Hathaway B US0846707026 2.60 405.24 +1.34%
  Comcast US20030N1019 1.86 40.24 +1.56%

Technical Summary

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