Fund Mojo help you discover the best fund managers, funds, and related information

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

DFA International Vector Equity I (DFVQX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA International Vector Equity I (DFVQX) Fund

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

 

Graph of DFA International Vector Equity I Fund (DFVQX) ManagerFund Manager - Joseph H. Chi

Fund Manager Information

Fund Manager Tenure: 9.2 years
Fund Family: Dimensional Fund Advisors
Fund Category: Foreign Small/Mid Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.44)     (What does this score mean?)

 

Graph of DFA International Vector Equity I Fund (DFVQX) ProfileDFA International Vector Equity I Fund (DFVQX) Profile

Fund Profile and Description

DFA International Vector Equity I Fund seeks long-term capital appreciation. DFA International Vector Equity I Fund purchases a broad and diverse group of stocks of non-U.S. operating companies in developed markets, with a greater emphasis on small capitalization and value companies as compared to their representation in the international universe. It invests at least 80% of net assets in equity securities. DFA International Vector Equity I Fund can lend its portfolio securities to generate additional income.

 

DFA International Vector Equity I (DFVQX) Fund Strength What we like about DFA International Vector Equity I (DFVQX) Fund

Data for DFA International Vector Equity I Fund (DFVQX) as of May 30, 2016

  • DFA International Vector Equity I Fund (DFVQX) management has been with DFA International Vector Equity I Fund for 9.2 years
  • DFA International Vector Equity I Fund (DFVQX) has good short-term performance (1-year return -7.05% vs -7.62% Foreign Small/Mid Value category median performance)
  • Asset base in DFA International Vector Equity I Fund (DFVQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • DFA International Vector Equity I Fund (DFVQX) has an annual stock turnover rate of 8.00% vs Foreign Small/Mid Value average of 42.84%. It is good that DFA International Vector Equity I management does not trade extensively for its return.
  • DFA International Vector Equity I Fund (DFVQX) has a lower expense ratio than its Foreign Small/Mid Value average: 0.50% vs 1.31%
  • DFA International Vector Equity I Fund (DFVQX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

DFA International Vector Equity I Fund (DFVQX) Weakness What we are cautious about DFA International Vector Equity I (DFVQX) Fund

Data for DFA International Vector Equity I Fund (DFVQX) as of May 30, 2016

  • DFA International Vector Equity I Fund (DFVQX) has a less-than-ideal mid-term performance (3-year return 3.85% vs 5.24% Foreign Small/Mid Value category median performance)
  • DFA International Vector Equity I Fund (DFVQX) has a less-than-ideal Long-term performance (5-year return 2.08% vs 3.92% Foreign Small/Mid Value category median performance)
  • DFA International Vector Equity I Fund (DFVQX) ratio of up-years vs down years can be improved
  • DFA International Vector Equity I Fund (DFVQX) has a Morningstar rating of 3 and below
  • DFA International Vector Equity I Fund (DFVQX) is less safe compared to its Foreign Small/Mid Value peers
  • DFA International Vector Equity I Fund (DFVQX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.32 that is higher than category average of 12.78
See DFA International Vector Equity I Fund (DFVQX) performance details as of May 30, 2016

 

What do you think?

 

Compare DFA International Vector Equity I Fund (DFVQX)Compare with other top Foreign Small/Mid Value category mutual funds

Aadditional top Foreign Small/Mid Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA International Vector Equity I2.04-7.053.852.08
Goldman Sachs Intl Sm Cp Insghts IR (GIRLX)1.25-0.478.426.10Compare
Voya Multi-Manager International Sm Cp I (NAPIX)-0.21-2.716.684.42Compare

See top fund managers for Foreign Small/Mid Value Category Funds

 

Compare DFA International Vector Equity I Fund (DFVQX)Compare with Foreign Small/Mid Value category ETFs

Some Foreign Small/Mid Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree International MidCap Div ETF (DIM)1.57%-5.90%5.27%
PowerShares FTSE RAFI DvMkt exUS S/M ETF (PDN)3.56%-4.32%5.35%

 

Graph of DFA International Vector Equity I Fund (DFVQX) Net Asset TrackingDFA International Vector Equity I (DFVQX) Fund Net Asset

Track net asset change of DFA International Vector Equity I fund (DFVQX)

DateNet Asset
05/2016$1.76B
03/2016$1.70B
02/2016$1.58B
More historic net asset information on DFA International Vector Equity I Fund (DFVQX)

  

Graph of DFA International Vector Equity I Fund (DFVQX) Portfolio TrackingDFA International Vector Equity I (DFVQX) Fund Portfolio Allocation

Track portfolio allocation change of DFA International Vector Equity I fund (DFVQX)

DateCashStockBondOther
04/20160.31%99.37%0.01%0.29%
02/20160.08%99.51%0.01%0.38%
01/20161.62%98.04%0.01%0.31%
Click here to see more historic asset allocation information on DFA International Vector Equity I Fund (DFVQX)

 

graph of DFA International Vector Equity I Fund (DFVQX) Top 10 Position TrackingTop 10 Holdings in DFA International Vector Equity I (DFVQX) Fund

Discover what DFA International Vector Equity I Fund (DFVQX) manager is buying

Apr 29, 2016
Total SA [0.69%]
BP [0.55%]
NESTLE SA CHAM ET VE [0.47%]
HSBC Holdings PLC ADR [0.43%]
Royal Dutch Shell PLC ADR Class A [0.43%]
Daimler AG [0.36%]
Royal Dutch Shell PLC ADR Class B [0.35%]
Novartis AG Common Stock [0.32%]
UPM KYMMENE CORP [0.3%]
Compagnie de Saint-Gobain SA [0.29%]

Feb 28, 2016
Total SA [0.68%]
BP [0.52%]
NESTLE SA CHAM ET VE [0.49%]
HSBC Holdings PLC ADR [0.46%]
Royal Dutch Shell PLC ADR Class A [0.4%]
Daimler AG [0.39%]
Royal Dutch Shell PLC ADR Class B [0.33%]
Novartis AG Common Stock [0.33%]
UPM KYMMENE CORP [0.29%]
Compagnie de Saint-Gobain SA [0.28%]

Jan 30, 2016
Total SA [0.66%]
BP [0.57%]
HSBC Holdings PLC ADR [0.5%]
NESTLE SA CHAM ET VE [0.5%]
Daimler AG [0.39%]
Royal Dutch Shell PLC ADR Class A [0.38%]
Novartis AG Common Stock [0.35%]
Royal Dutch Shell PLC ADR Class B [0.31%]
Compagnie de Saint-Gobain SA [0.29%]
VODAFONE GROUP [0.29%]
Click here for Stock Holding Change Map in DFA International Vector Equity I Fund (DFVQX)

  

Latest News on DFA International Vector Equity I (DFVQX) Fund

See what is happening with DFA International Vector Equity I Fund (DFVQX)

    No recent news

 

DFA International Vector Equity I Fund (DFVQX) Related ResourcesSee more information on DFA International Vector Equity I (DFVQX) Fund

Popular pages on DFA International Vector Equity I (DFVQX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update