Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: DFA Intl Value IV Fund (DFVFX)

In-depth Analysis of DFA Intl Value IV Fund (DFVFX)

Mutual fund chart: DFA Intl Value IV Fund (DFVFX)

3 months
6 months
1 year
3 year
5 year

See DFA Intl Value IV Fund (DFVFX) performance details as of January 31, 2010

  

    Last Trade: $13.35 on 3/19/2010, Change: -0.12 (-0.89%)

  

Fund Manager - Karen E. Umland

Fund Manager Tenure: 11.2 years   [Similar Funds: DFVIX ]
Fundmojo Fund Grade: B (Score: 0.63)     (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 Intl Value IV Fund (DFVFX) What we like about DFA Intl Value IV Fund (DFVFX)

Data for DFA Intl Value IV Fund (DFVFX) as of January 31, 2010

  • DFA Intl Value IV Fund (DFVFX) management has been with DFA Intl Value IV Fund for 11.2 years
  • DFA Intl Value IV Fund (DFVFX) has good short-term performance (1-year return 52.59% vs 39.75% Foreign Large Value category average)
  • DFA Intl Value IV Fund (DFVFX) has good Long-term performance (5-year return 4.13% vs 2.31% Foreign Large Value category average)
  • DFA Intl Value IV Fund (DFVFX) has a lower management fee than its Foreign Large Value average: 0.26% vs 1.41%
  • DFA Intl Value IV Fund (DFVFX) 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 IV Fund (DFVFX) What we are cautious about DFA Intl Value IV Fund (DFVFX)

Data for DFA Intl Value IV Fund (DFVFX) as of January 31, 2010

  • DFA Intl Value IV Fund (DFVFX) has a less-than-ideal mid-term performance (3-year return -8.47% vs -8.26% Foreign Large Value category average)
  • DFA Intl Value IV Fund (DFVFX) ratio of up-years vs down years can be improved
  • DFA Intl Value IV Fund (DFVFX) has a Morningstar rating of 3 and below
  • DFA Intl Value IV Fund (DFVFX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.28 that is higher than category average of 24.91
See DFA Intl Value IV Fund (DFVFX) performance details as of January 31, 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

  

DFA Intl Value IV Fund (DFVFX) Net Asset

Track net asset change of DFA Intl Value IV fund (DFVFX)

DateNet Asset
01/2010$333.33M
11/2009$356.35M
10/2009$348.42M
More historic net asset information on DFA Intl Value IV Fund (DFVFX)

  

DFA Intl Value IV Fund (DFVFX) Portfolio Allocation

Track portfolio allocation change of DFA Intl Value IV fund (DFVFX)

DateCashStockBondOther
11/20090.47%99.53%0%0%
09/20090.27%99.73%0%0%
07/20090.64%99.35%0%0.01%
Click here to see more historic asset allocation information on DFA Intl Value IV Fund (DFVFX)

  

Most Recent Top 10 Holdings in DFA Intl Value IV Fund (DFVFX)

Discover what DFA Intl Value IV Fund (DFVFX) 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 IV Fund (DFVFX)

  

Related books and products to DFA Intl Value IV Fund (DFVFX)

  

Latest News on DFA Intl Value IV (DFVFX)

See what is happening with DFA Intl Value IV Fund (DFVFX)

 

Books and Resources

 

 

See more information on DFA Intl Value IV Fund (DFVFX)