DFA Intl Small Cap Value IDISVX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

DFA International Small Cap Value is a solid vehicle for targeted small-cap exposure.

This fund really takes its mandate seriously. In keeping with a trait that's typical of DFA funds, the portfolio's $800 million market cap is puny even compared with Read more

Kudos

Strict small-value discipline.

Thrives when small-value stocks lead the way abroad.

Experienced and talented management. Read more

Risks

Hard to access.

The fund's hard-core small-value style causes it to really struggle when large-growth stocks lead the way.

Small-value stocks can experience extended cold spells, as the fund's poor performance in the late 1990s makes clear. Read more

Strategy

This passive fund invests in companies from 22 developed markets outside the United States. Within those markets, it invests in small firms that management believes to be value stocks at the time of Read more

Management

This fund is run by a deep and experienced team from Dimensional Fund Advisors. DFA is a leader in index investing and has $150 billion in assets under management. Read more

Inside Scoop

This passively run fund is one of the foreign small/mid-value category's purists. It, like it siblings, is designed to be used as one component in a diverse portfolio of Read more

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