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

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50.31 -0.03    -0.06%
04/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 24.55B
DFA US Large Cap Value I 50.31 -0.03 -0.06%

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 Change21.1%
Prev. Close50.34
Risk Rating
TTM Yield1.77%
ROE14.79%
IssuerN/A
Turnover10%
ROA5.51%
Inception DateFeb 19, 1993
Total Assets24.55B
Expenses0.22%
Min. InvestmentN/A
Market Cap83.13B
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 1154 1070 1259 1305 1683 2397
Fund Return 15.41% 6.96% 25.87% 9.29% 10.97% 9.14%
Place in category 684 849 761 628 568 421
% in Category 59 72 66 57 55 56

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 35.41B 19.73 11.11 12.33
  DFA US Core Equity 2 I 33.84B 19.00 10.92 11.77
  DFA International Core Equity I 31.01B 12.32 5.45 6.12
  DFA Emerging Markets Core Equity I 28.44B 15.24 3.91 5.08
  DFA US Small Cap I 16.29B 10.92 6.62 9.64

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 68.92B 16.29 10.29 11.26
  Vanguard Equity-Income Adm 54.18B 16.01 10.77 10.58
  Vanguard Windsor II Admiral 50.3B 15.67 9.72 10.95
  American Funds American Mutual A 41.39B 17.66 10.79 10.22
  Vanguard Value Index Adm 38.71B 18.97 11.64 10.78

Top Holdings

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 5.00 219.78 -1.42%
  Exxon Mobil US30231G1022 4.88 118.61 +3.18%
  Berkshire Hathaway B US0846707026 2.56 442.29 -2.18%
  Chevron US1667641005 2.04 153.97 +0.59%
  Cisco US17275R1023 1.53 55.83 +0.59%

Technical Summary

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