DFA Emerging Markets Value IDFEVX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

DFA Emerging Markets Value has certainly given shareholders something to cheer.

The rally is still not quite enough to make investors whole again, but like most risky assets, emerging-markets stocks have come back strongly from last year's debacle. Read more

Kudos

Low fees.

Low turnover.

Proven strategy.

Great long-term performance. Read more

Risks

Emerging-markets equities are volatile and can tumble hard.

Can look sluggish if growth stocks are roaring. Read more

Strategy

This emerging-markets fund employs a "three-factor model" developed by academics Eugene Fama and Kenneth French. It uses traditional capitalization-weighted indexing combined with a bias for small-cap Read more

Management

Karen Umland has managed the fund since Dec. 31, 1998. She has a B.A. from Yale and an MBA from the University of California at Los Angeles. She is on Dimensional's Investment Committee and coordinates the efforts of all the international equity managers. Read more

Inside Scoop

This emerging-markets fund combines traditional capitalization-weighted indexing with small-cap and value emphases, thereby using the "three-factor model" of academics Eugene Read more

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