Mutual Fund Insights: DFA Intl Value I Fund (DFIVX)

In-depth Analysis of DFA Intl Value I Fund (DFIVX)

3 months 6 months 1 year 3 year 5 year

See DFA Intl Value I Fund (DFIVX) performance details as of February 28, 2010

  

Last Trade: $17.14 on 3/19/2010, Change: -0.16 (-0.92%)

  

Fund Manager - Karen E. Umland

Fund Manager Tenure: 11.2 years
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

Karen E. 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 Intl Value I Fund (DFIVX)

Data for DFA Intl Value I Fund (DFIVX) as of February 28, 2010

• DFA Intl Value I Fund (DFIVX) management has been with DFA Intl Value I Fund for 11.2 years
• DFA Intl Value I Fund (DFIVX) has good short-term performance (1-year return 74.21% vs 54.53 % Foreign Large Value category average)
• DFA Intl Value I Fund (DFIVX) has good mid-term performance (3-year return -8.50% vs -8.42 % Foreign Large Value category average)
• DFA Intl Value I Fund (DFIVX) has good Long-term performance (5-year return 3.22% vs 1.39 % Foreign Large Value category average)
• DFA Intl Value I Fund (DFIVX) ratio of up-years vs down years is greater than 2
• DFA Intl Value I Fund (DFIVX) has an annual stock turnover rate of 16.00% vs Foreign Large Value average of 61.68%. It is good that DFA Intl Value I management does not trade extensively for its return.
• DFA Intl Value I Fund (DFIVX) has a lower management fee than its Foreign Large Value average: 0.46% vs 1.43%
• DFA Intl Value I Fund (DFIVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about DFA Intl Value I Fund (DFIVX)

Data for DFA Intl Value I Fund (DFIVX) as of February 28, 2010

• DFA Intl Value I Fund (DFIVX) has a Morningstar rating of 3 and below
• DFA Intl Value I Fund (DFIVX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.24 that is higher than category average of 24.9

See DFA Intl Value I Fund (DFIVX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Foreign Large Value category?

Below are some additional Foreign Large Value mutual funds generated out of our database

• See top fund managers for Foreign Large Value Category Funds
• Browse other funds in Foreign Large Value Category

  

DFA Intl Value I Fund (DFIVX) Net Asset

Track net asset change of DFA Intl Value I fund (DFIVX)

Date	Net Asset
02/2010	$4.46B
01/2010	$4.41B
11/2009	$4.44B

More historic net asset information on DFA Intl Value I Fund (DFIVX)

  

DFA Intl Value I Fund (DFIVX) Portfolio Allocation

Track portfolio allocation change of DFA Intl Value I fund (DFIVX)

Date	Cash	Stock	Bond	Other
11/2009	0.47%	99.53%	0%	0%
09/2009	0.27%	99.73%	0%	0%
07/2009	0.64%	99.35%	0%	0.01%

Click here to see more historic asset allocation information on DFA Intl Value I Fund (DFIVX)

  

Most Recent Top 10 Holdings in DFA Intl Value I Fund (DFIVX)

Discover what DFA Intl Value I Fund (DFIVX) manager is buying

30-Nov-09 HSBC HLDGS PLC ADS [3.04%] Vodafone Group Plc [2.64%] [2.05%] DAIMLER AG [1.67%] BANCO SANTANDER CHI [1.53%] BANCO SANTANDER ADR [1.53%] MECHEL OAO ADS [1.51%] CS GROUP AG N ORD [1.44%] PHILIPS ELECTRONICS NV [1.32%] Vodafone Group PLC [1.24%]

30-Sep-09 HSBC HLDGS PLC ADS [3.05%] Vodafone Group Plc [2.57%] BANCO SANTANDER CHI [1.79%] [1.78%] DAIMLER AG [1.63%] CS GROUP AG N ORD [1.51%] BANCO SANTANDER ADR [1.45%] VIVO PARTICIPAC NEW [1.29%] National Australia Bank Limited [1.28%] ARCELOR MITTAL NEW [1.22%]

31-Jul-09 HSBC HLDGS PLC ADS [2.99%] Vodafone Group Plc [2.54%] BANCO SANTANDER CHI [1.78%] DAIMLER AG [1.66%] [1.62%] PROTECTED AB RTN S&P [1.61%] BANCO SANTANDER ADR [1.44%] CS GROUP AG N ORD [1.42%] ARCELOR MITTAL NEW [1.24%] Vodafone Group PLC [1.23%]

Click here for Stock Holding Change Map in DFA Intl Value I Fund (DFIVX)

  

Related books and products to DFA Intl Value I Fund (DFIVX)

  

Latest News on DFA Intl Value I (DFIVX)

See what is happening with DFA Intl Value I Fund (DFIVX)

Yahoo! Finance: RSS feed not found See more news on DFA Intl Value I Fund (DFIVX)

 

Books and Resources

 

 

See more information on DFA Intl Value I Fund (DFIVX)

• DFA Intl Value I Fund Insights
• DFA Intl Value I Fund Performance Data
• DFA Intl Value I Fund News
• DFA Intl Value I Fund Score Explaination
• DFA Intl Value I Fund Manager Information
• Historic DFA Intl Value I Fund Asset Allocation Report
• Historic DFA Intl Value I Fund Top 10 Holding Tracking
• Historic DFA Intl Value I Fund Asset Under Management Tracking