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

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49.26 +0.65    +1.34%
20/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 23.74B
Type:  Fund
Market:  United States
Asset Class:  Equity
DFA US Large Cap Value I 49.26 +0.65 +1.34%

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 Change11.42%
Prev. Close48.61
Risk Rating
TTM Yield1.68%
ROE14.51%
IssuerN/A
Turnover10%
ROA5.34%
Inception DateFeb 19, 1993
Total Assets23.74B
Expenses0.22%
Min. InvestmentN/A
Market Cap80.45B
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 1219 1062 1290 1359 1675 2483
Fund Return 21.86% 6.18% 29.04% 10.75% 10.86% 9.52%
Place in category 552 510 483 522 593 349
% in Category 49 43 42 50 58 46

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 35.85B 26.76 11.56 12.46
  DFA US Core Equity 2 I 33.94B 26.24 11.49 11.96
  DFA International Core Equity I 29.77B 7.04 4.48 5.79
  DFA Emerging Markets Core Equity I 26.99B 8.69 2.86 4.52
  DFA US Small Cap Value I 16.28B 18.96 12.95 9.76

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 70.82B 22.10 11.98 11.55
  Vanguard Equity-Income Adm 55.74B 20.82 11.53 10.54
  Vanguard Windsor II Admiral 51B 19.09 9.58 10.82
  American Funds American Mutual A 40.53B 20.22 10.11 9.79
  Vanguard Value Index Adm 39.97B 23.79 12.28 10.75

Top Holdings

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 4.70 237.60 +1.99%
  Exxon Mobil US30231G1022 4.20 105.87 +0.34%
  Berkshire Hathaway B US0846707026 2.47 453.20 +0.86%
  Chevron US1667641005 1.84 142.85 +1.20%
  Cisco US17275R1023 1.68 58.52 +1.54%

Technical Summary

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