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DFA Large Cap International I (DFALX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA Large Cap International I (DFALX) Fund

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Graph of DFA Large Cap International I Fund (DFALX) ManagerFund Manager - Jed S. Fogdall

Fund Manager Information

Fund Manager Tenure: 8.7 years
Fund Family: Dimensional Fund Advisors
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of DFA Large Cap International I Fund (DFALX) ProfileDFA Large Cap International I Fund (DFALX) Profile

Fund Profile and Description

DFA Large Cap International I Fund seeks long-term capital appreciation. DFA Large Cap International I Fund purchases stocks of large non-U.S. companies associated with developed market countries that the advisor has designated as approved markets. It normally invests at least 80% of net assets in securities of large cap companies in the particular markets in which the Portfolio invests. DFA Large Cap International I Fund can gain exposure to companies in an approved market by purchasing equity securities in the form of depositary receipts. It can also lend its portfolio securities to generate additional income.

 

DFA Large Cap International I (DFALX) Fund Strength What we like about DFA Large Cap International I (DFALX) Fund

Data for DFA Large Cap International I Fund (DFALX) as of May 30, 2016

  • DFA Large Cap International I Fund (DFALX) management has been with DFA Large Cap International I Fund for 8.7 years
  • DFA Large Cap International I Fund (DFALX) ratio of up-years vs down years is greater than 2
  • Asset base in DFA Large Cap International I Fund (DFALX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • DFA Large Cap International I Fund (DFALX) has an annual stock turnover rate of 4.00% vs Foreign Large Blend average of 44.90%. It is good that DFA Large Cap International I management does not trade extensively for its return.
  • DFA Large Cap International I Fund (DFALX) has a lower expense ratio than its Foreign Large Blend average: 0.28% vs 1.14%
  • DFA Large Cap International I Fund (DFALX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

DFA Large Cap International I Fund (DFALX) Weakness What we are cautious about DFA Large Cap International I (DFALX) Fund

Data for DFA Large Cap International I Fund (DFALX) as of May 30, 2016

  • DFA Large Cap International I Fund (DFALX) has a less-than-ideal short-term performance (1-year return -10.24% vs -10.09% Foreign Large Blend category median performance)
  • DFA Large Cap International I Fund (DFALX) has a less-than-ideal mid-term performance (3-year return 1.78% vs 1.82% Foreign Large Blend category median performance)
  • DFA Large Cap International I Fund (DFALX) has a Morningstar rating of 3 and below
  • DFA Large Cap International I Fund (DFALX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.92 that is higher than category average of 12.81
See DFA Large Cap International I Fund (DFALX) performance details as of May 30, 2016

 

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Compare DFA Large Cap International I Fund (DFALX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA Large Cap International I0.29-10.241.781.53
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare DFA Large Cap International I Fund (DFALX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of DFA Large Cap International I Fund (DFALX) Net Asset TrackingDFA Large Cap International I (DFALX) Fund Net Asset

Track net asset change of DFA Large Cap International I fund (DFALX)

DateNet Asset
05/2016$3.27B
03/2016$3.19B
02/2016$2.96B
More historic net asset information on DFA Large Cap International I Fund (DFALX)

  

Graph of DFA Large Cap International I Fund (DFALX) Portfolio TrackingDFA Large Cap International I (DFALX) Fund Portfolio Allocation

Track portfolio allocation change of DFA Large Cap International I fund (DFALX)

DateCashStockBondOther
04/20160.98%98.08%0%0.94%
02/20161.7%95.26%0%3.04%
01/20161.4%95.75%0%2.85%
Click here to see more historic asset allocation information on DFA Large Cap International I Fund (DFALX)

 

graph of DFA Large Cap International I Fund (DFALX) Top 10 Position TrackingTop 10 Holdings in DFA Large Cap International I (DFALX) Fund

Discover what DFA Large Cap International I Fund (DFALX) manager is buying

Apr 29, 2016
NESTLE SA CHAM ET VE [1.57%]
ROCHE HLDG AG DIV RT [1.28%]
NOVARTIS AG BASL [0.9%]
BP [0.79%]
NOVO NORDISK A/S B [0.7%]
TOYOTA MOTOR CORP LT [0.7%]
Total SA [0.69%]
Commonwealth Bank of Australia [0.64%]
British American Tobacco PLC [0.6%]
Basf SE [0.59%]

Feb 28, 2016
NESTLE SA CHAM ET VE [1.62%]
ROCHE HLDG AG DIV RT [1.42%]
NOVARTIS AG BASL [0.92%]
TOYOTA MOTOR CORP LT [0.78%]
NOVO NORDISK A/S B [0.71%]
BP [0.7%]
Total SA [0.66%]
Commonwealth Bank of Australia [0.63%]
Daimler AG [0.59%]
Sanofi SA [0.59%]

Jan 30, 2016
NESTLE SA CHAM ET VE [1.7%]
ROCHE HLDG AG DIV RT [1.43%]
NOVARTIS AG BASL [1%]
TOYOTA MOTOR CORP LT [0.88%]
BP [0.77%]
Commonwealth Bank of Australia [0.69%]
NOVO NORDISK A/S B [0.69%]
ANHEUSER-BUSCH INBEV [0.62%]
Bayer AG [0.61%]
Total SA [0.61%]
Click here for Stock Holding Change Map in DFA Large Cap International I Fund (DFALX)

  

Latest News on DFA Large Cap International I (DFALX) Fund

See what is happening with DFA Large Cap International I Fund (DFALX)

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DFA Large Cap International I Fund (DFALX) Related ResourcesSee more information on DFA Large Cap International I (DFALX) Fund

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