DFA Intl Value IDFIVX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

DFA International Value is back to its winning ways.

Last year's 46% loss was rough even by the bear market's standards, but this fund has roared back in contention in 2009. The fund's 41% year-to-date gain through Nov. 13 ranks in the foreign large-value Read more

Kudos

Strict, disciplined quantitative approach is based on sound academic research.

Experienced and talented management. Read more

Risks

Hard to access.

The fund's small-cap and value-leaning style could cause it to really struggle when large-growth stocks lead the way. Read more

Strategy

This passive fund invests in companies from 22 developed markets outside the United States. Management looks for high book values relative to market values when determining whether companies are value Read more

Management

The fund is run by a deep and experienced team from Dimensional Fund Advisors. The team is led by Karen Umland and includes portfolio managers located in several offices in the U.S. and abroad. The firm has an experienced group of quantitative specialists Read more

Inside Scoop

This passively run fund, like its siblings, is designed to be used as one component in a diverse portfolio of DFA offerings. Read more

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