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Fund Intelligence | Best Managers | DFEVX Insights | DFEVX Score | DFEVX Performance | DFEVX Manager | DFEVX News | DFEVX Allocation | DFEVX Holdings Change

Mutual Fund Insights: DFA Emerging Markets Value I Fund (DFEVX)

In-depth Analysis of DFA Emerging Markets Value I Fund (DFEVX)

Mutual fund chart: DFA Emerging Markets Value I Fund (DFEVX)

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See DFA Emerging Markets Value I Fund (DFEVX) performance details as of January 31, 2010

  

    Last Trade: $31.92 on 3/19/2010, Change: -0.25 (-0.78%)

  

Fund Manager - Karen E. Umland

Fund Manager Tenure: 11.2 years   [Similar Funds: DFEMX ]
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
Umland is a portfolio manager and vice president of Dimensional and a member of the Investment Committee, her employer since 1993. and has been responsible as portfolio manager for management of the international equity funds at Dimensional since 1998.  Get more insights on Karen E. Umland

  

What we like about DFA Emerging Markets Value I Fund (DFEVX) What we like about DFA Emerging Markets Value I Fund (DFEVX)

Data for DFA Emerging Markets Value I Fund (DFEVX) as of January 31, 2010

  • DFA Emerging Markets Value I Fund (DFEVX) management has been with DFA Emerging Markets Value I Fund for 11.2 years
  • DFA Emerging Markets Value I Fund (DFEVX) has good short-term performance (1-year return 99.33% vs 78.02% Diversified Emerging Mkts category average)
  • DFA Emerging Markets Value I Fund (DFEVX) has good mid-term performance (3-year return 6.21% vs 0.16% Diversified Emerging Mkts category average)
  • DFA Emerging Markets Value I Fund (DFEVX) has good Long-term performance (5-year return 16.64% vs 11.75% Diversified Emerging Mkts category average)
  • DFA Emerging Markets Value I Fund (DFEVX) ratio of up-years vs down years is greater than 2
  • DFA Emerging Markets Value I Fund (DFEVX) has a Morningstar rating of 4 and above
  • DFA Emerging Markets Value I Fund (DFEVX) has a lower management fee than its Diversified Emerging Mkts average: 0.60% vs 1.76%
  • DFA Emerging Markets Value I Fund (DFEVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about DFA Emerging Markets Value I Fund (DFEVX) What we are cautious about DFA Emerging Markets Value I Fund (DFEVX)

Data for DFA Emerging Markets Value I Fund (DFEVX) as of January 31, 2010

  • DFA Emerging Markets Value I Fund (DFEVX) is more volatile than its peers as it has a 3-year Standard Deviation of 36.96 that is higher than category average of 33.23
See DFA Emerging Markets Value I Fund (DFEVX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Diversified Emerging Mkts category?

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DFA Emerging Markets Value I Fund (DFEVX) Net Asset

Track net asset change of DFA Emerging Markets Value I fund (DFEVX)

DateNet Asset
01/2010$8.06B
11/2009$7.93B
10/2009$7.42B
More historic net asset information on DFA Emerging Markets Value I Fund (DFEVX)

  

DFA Emerging Markets Value I Fund (DFEVX) Portfolio Allocation

Track portfolio allocation change of DFA Emerging Markets Value I fund (DFEVX)

DateCashStockBondOther
10/20090.1%99.7%0%0.2%
09/20090.09%99.75%0%0.16%
07/20094.65%95.14%0%0.21%
Click here to see more historic asset allocation information on DFA Emerging Markets Value I Fund (DFEVX)

  

Most Recent Top 10 Holdings in DFA Emerging Markets Value I Fund (DFEVX)

Discover what DFA Emerging Markets Value I Fund (DFEVX) manager is buying

31-Oct-09
Reliance Industries Ltd. [2.13%]
Otp Bank Ltd [1.38%]
POSCO [1.33%]
ICICI BK LTD ADS [1.31%]
Bank of China Ltd [1.3%]
CEMEX SAB DE CV ADR [1.22%]
Usinas Siderurgicas de Minas Gerais [1.16%]
BMF Bovespa S.A. Bolsa Valores Merc Fut [1.06%]
KB FINL GP INC [1.05%]
Hyundai Motor Co Ltd [1.02%]

30-Sep-09
Reliance Industries Ltd. [2.39%]
ICICI BK LTD ADS [1.6%]
CEMEX SAB DE CV ADR [1.52%]
Otp Bank Ltd [1.41%]
POSCO [1.36%]
BMF Bovespa S.A. Bolsa Valores Merc Fut [1.21%]
Usinas Siderurgicas de Minas Gerais [1.18%]
KB FINL GP INC [1.14%]
SLM CORPORATION [0.99%]
Bank of China Ltd [0.97%]

31-Jul-09
Dimensional Emerging Markets Val Series [100%]
N/A [0%]
N/A [0%]
N/A [0%]
N/A [0%]
N/A [0%]
N/A [0%]
N/A [0%]
N/A [0%]
N/A [0%]
Click here for Stock Holding Change Map in DFA Emerging Markets Value I Fund (DFEVX)

  

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