DFA International Value Portfolio Institutional Class (DFIVX)

$13.86
C Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkInternational Large Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
DFA International Value Portfolio Institutional Class 34 0.93 -20.86% -0.06% 0.43%
International Large Cap - Value 32 0.89 -17.44% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 2.42% 2.88% -0.46%
Year-to-Date -20.86% -17.44% -3.42%
1 Year -14.68% -11.16% -3.52%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.43%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$556

Real cost (fees + lost compounding)

$687

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
-1.75%