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Morningstar

DFA Selectively Hedged Glbl Eq I DSHGX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 21.33  /  +0.23 %
  • Total Assets 296.5 Mil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.23%
  • Turnover 8%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis DSHGX

Will DSHGX 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 DSHGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSHGX 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 DSHGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin DFA Selectively Hedged Glbl Eq I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 DSHGX

More DSHGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA US Core Equity 2 I

53.04 167.4 Mil
—

DFA International Core Equity I

23.49 74.1 Mil
—

DFA Emerging Markets Core Equity I

15.16 47.8 Mil
—

Eur240417

5.59 17.6 Mil
Derivative

Jpy240415

4.82 15.2 Mil
Derivative

Aud240403

2.60 8.2 Mil
Derivative

Cad240402

2.57 8.1 Mil
Derivative

Gbp240408

2.53 8.0 Mil
Derivative

Hkd240409

2.44 7.7 Mil
Derivative

Chf240423

1.51 4.8 Mil
Derivative