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Dfa World Ex U.s. Core Equity Portfolio Institutional Class Shares (DFWIX)

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13.13 +0.11    +0.84%
23/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Underlying:  MSCI ACWI ex USA Net
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.94B
DFA World ex US Core Equity Instl 13.13 +0.11 +0.84%

DFWIX Overview

 
Find basic information about the Dfa World Ex U.s. Core Equity Portfolio Institutional Class Shares 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 DFWIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.17%
Prev. Close13.02
Risk Rating
TTM Yield3.24%
ROE16.02%
IssuerN/A
Turnover10%
ROA6.17%
Inception Date41373
Total Assets3.94B
Expenses0.30%
Min. InvestmentN/A
Market Cap11.89B
CategoryForeign Large Blend
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Dfa World Ex U.s. Core Equity Portfolio Institutional Class Shares Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1038 1038 1136 1104 1400 1587
Fund Return 3.77% 3.77% 13.61% 3.37% 6.96% 4.73%
Place in category 633 633 348 291 289 150
% in Category 83 83 53 49 44 41

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 32.52B 10.49 10.50 11.80
  DFA US Core Equity 2 I 31.77B 10.00 10.16 11.16
  DFA International Core Equity I 31.12B 4.67 4.53 4.98
  DFA Emerging Markets Core Equity I 26.31B 2.38 -0.23 4.18
  DFA US Large Cap Value I 24.07B 11.19 9.24 9.31

Top Funds for Foreign Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Intl Stock Index Inv 195.27B 4.34 1.83 4.38
  Vanguard Total Intl Stock Index Adm 75.19B 4.30 1.88 4.45
  Fidelity International Index Inst 50.02B 5.79 4.96 4.94
  Fidelity Series Global ex US Index 45.57B 4.69 1.96 4.28
  Vanguard Total Intl Stock Index I 40.77B 4.32 1.91 4.48

Top Holdings

Name ISIN Weight % Last Change %
  Novo Nordisk B DK0062498333 0.85 879.1 -1.37%
Future on E-mini S&P 500 Futures - 0.81 - -
  Samsung Electronics Co KR7005930003 0.80 78,600 +4.11%
  Shell ADR US7802593050 0.68 72.92 +0.21%
  Toyota Motor JP3633400001 0.68 3,617.0 +3.05%

Technical Summary

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