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Quick Guide to DFA US Large Cap Value I Fund (DFLVX)

DFA US Large Cap Value I (DFLVX) a Zacks Ranked #1 (Strong Buy) seeks long-term capital appreciation. DFLVX invests in securities of US companies whose size (market capitalization) falls within the largest 90% of the market universe.

This Large Value fund, as of the last filing, allocates their fund in two major groups; Large Value and Precious Metal. Further, as of the last filing, AT&T INC, EXXON MOBIL CORP and COMCAST CORP were the top holdings for DFLVX.

The DFA US Large Cap Value I fund, managed by Dimensional, carries an expense ratio of 0.27.

DFLVX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 9.56% and 5 year 10.05%. To see how this fund performed compared in its category, please click here.

DFLVX’s performance, as of the last filing, when compared to funds in its category was in the top 44% in 1 year, top 45% over the past 3 years, and in the 30% over the past 5 years.

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