About DFFVX
The DFA U.S. Targeted Value Portfolio Institutional Class is a domestic stock mutual fund designed to achieve long-term capital appreciation by focusing on the small and mid-cap segments of the U.S. equity market. This fund implements a systematic, disciplined investment approach, targeting companies with low valuations and strong value characteristics relative to their peers. By emphasizing diversification, the portfolio holds a broad and diverse selection of readily marketable securities, aiming to capture the returns associated with the small-cap and value risk factors.
Key sectors represented within the fund include financial services, industrials, consumer cyclical, and energy, as well as technology and healthcare, reflecting the diverse opportunities within the targeted market segment. The fund’s comprehensive strategy, which is grounded in academic research, seeks to provide efficient exposure to segments of the market that have historically offered higher expected returns. The DFA U.S. Targeted Value Portfolio Institutional Class serves investors seeking to complement their broader equity allocations with targeted exposure to undervalued, smaller U.S. companies, playing a significant role in diversified long-term investment strategies.
Fund Family Dimensional Fund Advisors
Category Small Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DFFVX
Share Class - Institutional Class
Index Russell 2000 Value TR
DFFVX had a total return of 41.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.04%.
