DFA US Sustainability Core 1’s parent firm and notable investment philosophy underpin this strategy's Morningstar Medalist Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 32.38 / 1.28 %
- Total Assets 5.2 Bil
-
Adj. Expense Ratio
0.180%
- Expense Ratio 0.170%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.32%
- Turnover 7%
Morningstar’s Analysis DFSIX
Will DFSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 2010
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector