DFA US Small Cap Value IDFSVX

Morningstar Rating

Fund Research and Analysis

by Katie Rushkewicz

DFA U.S. Small Cap Value is a reasonable way to get small-cap exposure.

The question of whether active or passive investing is more successful has been debated for years. This fund's strategy, based on years of academic research by scholars Eugene Read more

Kudos

Attractive long-term returns.

Low expenses.

Advisor is a skilled trader of tiny stocks. Read more

Risks

Above-average volatility. Read more

Strategy

The fund's structured approach attempts to capture the returns and risk characteristics of small-value stocks by investing in the smallest and cheapest companies listed on the major exchanges. Management Read more

Management

DFA's funds focus on implementing academic theories. Its board reads like a who's who in the field of finance and economics and includes Nobel Prize winners. The day-to-day decisions are made by Stephen Clark, who's been at the firm since 2001. Read more

Inside Scoop

A penchant for small, cheap stocks has generally served this fund well. It gravitates toward ultrasmall issues, though, so it is therefore more volatile than its typical Read more

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