Overview of DFA US Large Cap Value I (DFLVX) Fund – Tale of the Tape

This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Value, High Yield Bond, Precious Metal. Further, as of the last filing, CVS Caremark Corp, AT&T Inc and Pfizer Inc were the top holdings for DFLVX.

The DFA US Large Cap Value I fund, managed by Dimensional, carries an expense ratio of 0.27, but it does come with a 0.25% management fee.

DFLVX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 8.10%, 3 year 18.49%, and 5 year 14.80%. 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 69% in 1 year, top 5% over the past 3 years, and in the 21% over the past 5 years.

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