DFA International Sustainability Core 1 Portfolio


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Rank

Rank Universe

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of non-U.S. companies in developed markets, More

Link

Fund Manager(s)

  • Jed Fogdall
  • Allen Pu
  • Bhanu Singh
  • Mary Phillips
  • William Collins-Dean

Price

  • $ 12.5 ( +0.05 )
    Jan 3, 2025
    Last Close
  • Net Assets
  • Holding

  • 52-Week High/Low
  • $13.87 - $11.83
  • Turnover
  • 7%
  • Expense Ratio
  • 0.27%

Advisor

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

-5.52%

5 Year

13.53%

Best

34.98%

2009

Worst

-19.59%

2022

Alpha

DFSPX S&P 500

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