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DFA International Value IV (DFVFX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA International Value IV (DFVFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of DFA International Value IV Fund (DFVFX) ManagerFund Manager - Joseph H. Chi

Fund Manager Information

Fund Manager Tenure: 8.7 years
Similar Funds: DFVIX  DFVLX 
Fund Family: Dimensional Fund Advisors
Fund Category: Foreign Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of DFA International Value IV Fund (DFVFX) ProfileDFA International Value IV Fund (DFVFX) Profile

Fund Profile and Description

DFA International Value IV Fund seeks long-term capital appreciation. DFA International Value IV Fund is a Feeder Portfolio and invests substantially all assets in its Master Fund, The DFA International Value Series of The DFA Investment Trust Company. The master fund purchases stocks of large non-U.S. companies in countries with developed markets that the advisor determines to be value stocks and can lend its portfolio securities to generate additional income.

 

DFA International Value IV (DFVFX) Fund Strength What we like about DFA International Value IV (DFVFX) Fund

Data for DFA International Value IV Fund (DFVFX) as of May 30, 2016

  • DFA International Value IV Fund (DFVFX) management has been with DFA International Value IV Fund for 8.7 years
  • DFA International Value IV Fund (DFVFX) ratio of up-years vs down years is greater than 2
  • DFA International Value IV Fund (DFVFX) has an annual stock turnover rate of 15.00% vs Foreign Large Value average of 53.85%. It is good that DFA International Value IV management does not trade extensively for its return.
  • DFA International Value IV Fund (DFVFX) has a lower expense ratio than its Foreign Large Value average: 0.27% vs 1.21%
  • DFA International Value IV Fund (DFVFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

DFA International Value IV Fund (DFVFX) Weakness What we are cautious about DFA International Value IV (DFVFX) Fund

Data for DFA International Value IV Fund (DFVFX) as of May 30, 2016

  • DFA International Value IV Fund (DFVFX) has a less-than-ideal short-term performance (1-year return -15.73% vs -10.73% Foreign Large Value category median performance)
  • DFA International Value IV Fund (DFVFX) has a less-than-ideal mid-term performance (3-year return 0.27% vs 0.92% Foreign Large Value category median performance)
  • DFA International Value IV Fund (DFVFX) has a less-than-ideal Long-term performance (5-year return -0.53% vs 0.77% Foreign Large Value category median performance)
  • DFA International Value IV Fund (DFVFX) has a Morningstar rating of 3 and below
  • DFA International Value IV Fund (DFVFX) is less safe compared to its Foreign Large Value peers
  • DFA International Value IV Fund (DFVFX) does not have a good risk adjusted return as its 3-year Alpha of 0.2 is worse than category average of 0.5, and its 3-year Sharpe ratio is 0.08
  • DFA International Value IV Fund (DFVFX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.95 that is higher than category average of 13.15
See DFA International Value IV Fund (DFVFX) performance details as of May 30, 2016

 

What do you think?

 

Compare DFA International Value IV Fund (DFVFX)Compare with other top Foreign Large Value category mutual funds

Aadditional top Foreign Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA International Value IV-1.23-15.730.27-0.53
Domini International Social Equity A (DOMAX)2.62-4.844.984.31Compare
Brandes International Equity I (BIIEX)2.13-9.473.682.47Compare
Delaware Pooled International Equity (DPIEX)2.44-9.802.892.35Compare

See top fund managers for Foreign Large Value Category Funds

 

Compare DFA International Value IV Fund (DFVFX)Compare with Foreign Large Value category ETFs

Some Foreign Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares FTSE RAFI Dev Mkts ex-US ETF (PXF)000
RevenueShares ADR ETF (RTR)000
SPDR S&P International Dividend ETF (DWX)000
WisdomTree Commodity Country Equity ETF (CCXE)000
WisdomTree Intl Div ex-Fincls ETF (DOO)1.60%-11.71%0.66%

 

Graph of DFA International Value IV Fund (DFVFX) Net Asset TrackingDFA International Value IV (DFVFX) Fund Net Asset

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

DateNet Asset
05/2016$194.78M
03/2016$195.06M
02/2016$178.28M
More historic net asset information on DFA International Value IV Fund (DFVFX)

  

Graph of DFA International Value IV Fund (DFVFX) Portfolio TrackingDFA International Value IV (DFVFX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/20160.56%98.78%0%0.67%
02/20160.51%98.68%0%0.81%
01/20161.72%97.55%0%0.73%
Click here to see more historic asset allocation information on DFA International Value IV Fund (DFVFX)

 

graph of DFA International Value IV Fund (DFVFX) Top 10 Position TrackingTop 10 Holdings in DFA International Value IV (DFVFX) Fund

Discover what DFA International Value IV Fund (DFVFX) manager is buying

Apr 29, 2016
BP [3.78%]
Royal Dutch Shell PLC ADR Class B [2.15%]
Total SA [2.12%]
Vodafone Group PLC [2.05%]
Daimler AG [1.77%]
Banco Santander SA [1.69%]
HSBC Holdings PLC [1.59%]
SUNCOR ENERGY INC. [1.57%]
Royal Dutch Shell PLC ADR Class A [1.52%]
VODAFONE GROUP [1.43%]

Feb 28, 2016
BP [3.28%]
Vodafone Group PLC [2.17%]
Total SA [2.08%]
Royal Dutch Shell PLC ADR Class B [1.98%]
Daimler AG [1.94%]
HSBC Holdings PLC [1.71%]
VODAFONE GROUP [1.49%]
SUNCOR ENERGY INC. [1.47%]
Allianz SE [1.33%]
Royal Dutch Shell PLC ADR Class A [1.32%]

Jan 30, 2016
BP [3.54%]
Vodafone Group PLC [2.23%]
Daimler AG [1.91%]
Royal Dutch Shell PLC ADR Class B [1.85%]
HSBC Holdings PLC [1.77%]
Total SA [1.77%]
VODAFONE GROUP [1.54%]
Allianz SE [1.41%]
SUNCOR ENERGY INC. [1.33%]
MITSUBISHI UFJ FINAN [1.31%]
Click here for Stock Holding Change Map in DFA International Value IV Fund (DFVFX)

  

Latest News on DFA International Value IV (DFVFX) Fund

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

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DFA International Value IV Fund (DFVFX) Related ResourcesSee more information on DFA International Value IV (DFVFX) Fund

Popular pages on DFA International Value IV (DFVFX) Fund

  

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