DFA Enhanced U.S. Large Company Portfolio (DFELX) Research
The fund strives to achieve returns that exceed those of the S&P 500 Index. Its core strategy involves investing in derivative contracts tied to the S&P 500 Index alongside short-term fixed-income securities. Under normal operating conditions, a minimum of 80% of its net assets will be allocated to short-duration debt instruments. These fixed-income holdings are then augmented with an overlay of S&P 500 Index futures, swaps, and other derivatives. This combination is designed to provide exposure to the performance of large U.S. companies, or alternatively, the fund may invest directly in the equity securities of these major American firms.
Market snapshot
- Symbol
- DFELX
- Price
- $16.18
- Day change
- +1.13%
- Market cap
- $224.7M
- 52-week range
- 13.63-17.24
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- DF Dent Premier Growth Fd (DFDPX)
- Eaton Vance Greater India I (EGIIX)
- Frost Core Growth Equity Investor Class Shares (FACEX)
- Fidelity Select Telecommunications Portfolio (FSTCX)
- MSIF Advantage Portfolio Class A (MAPPX)
- Morgan Stanley Insti Fd Advantage Portfolio Cl I (MPAIX)
- TETON Westwood Mighty Mites Class Institutional (WEIMX)
- Wilshire International Equity Invmt (WLCTX)
Open DFA Enhanced U.S. Large Company Portfolio (DFELX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.