DFA Japanese Small Company IDFJSX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

DFA Japanese Small Company's exploits are impressive, but its appeal remains limited.

This fund's 12% loss last year was extraordinarily low by any measure and was an excellent result even by Japan stock standards (Japan was a relatively stable market Read more

Kudos

Expense ratio is easy on the pocketbook.

Generally strong relative performance in this decade.

Good tax efficiency. Read more

Risks

Fund can really lag when small-value stocks are out of favor.

Has the potential to suffer deep losses.

Very narrow purview. Read more

Strategy

This fund tracks the smallest Japanese stocks on the first section of the Tokyo Stock Exchange. It holds them until they graduate to the top half of the first section. Turnover is minimal. The fund doesn't Read more

Management

Dimensional Fund Advisors' funds are run by teams of portfolio managers and traders. An investment committee that includes several prominent academics developed the strategy here that combines elements of indexing with the analysis of "risk factors" Read more

Inside Scoop

This passively managed fund focuses on small-value stocks in Japan. It, like other offerings from Dimensional Fund Advisors, has a high minimum investment and thus is easily Read more

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