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Morningstar

DFA World Core Equity Institutional DREIX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 22.61  /  −1.52 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.270%
  • Expense Ratio 0.270%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.99%
  • Turnover 8%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:09 PM GMT+0

Morningstar’s Analysis DREIX

Will DREIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DREIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DREIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DREIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin DFA World Core Equity Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DREIX

More DREIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Core Equity 1 I

62.10 697.0 Mil
—

DFA International Core Equity I

26.95 302.4 Mil
—

DFA Emerging Markets Core Equity I

10.93 122.7 Mil
—

Ssc Government Mm Gvmxx

0.02 199,949
Cash and Equivalents

Usd

0.00 29
Cash and Equivalents