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Morningstar

DFA International Social Cor Eq Instl DSCLX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 14.63  /  +0.90 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.260%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.09%
  • Turnover 15%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis DSCLX

Will DSCLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSCLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSCLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DSCLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

DFA International Social Cor Eq Instl’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DSCLX

More DSCLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV ADR

1.07 15.9 Mil
Technology

Lvmh Moet Hennessy Louis Vuitton SE

0.87 12.9 Mil
Consumer Cyclical

Royal Bank of Canada

0.58 8.6 Mil
Financial Services

Deutsche Telekom AG

0.57 8.4 Mil
Communication Services

Banco Bilbao Vizcaya Argentaria SA

0.53 7.8 Mil
Financial Services

HSBC Holdings PLC ADR

0.49 7.2 Mil
Financial Services

Mercedes-Benz Group AG

0.48 7.1 Mil
Consumer Cyclical

Stellantis NV

0.48 7.1 Mil
Consumer Cyclical

Sony Group Corp

0.43 6.4 Mil
Technology

Swiss Re AG

0.40 6.0 Mil
Financial Services