Morningstar

DFA International Sustainability Core 1 Portfolio DFSPX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $16.64  /  −0.36 %
  • Fund Size $4.2B
  • Adjusted Expense Ratio 0.240%
  • Net Expense Ratio 0.230%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.21%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis DFSPX

Will DFSPX outperform in the 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 DFSPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA Intl Sustainability Core 1 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings DFSPX

More DFSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV ADR

2.41 109M
Technology

Roche Holding Ag Common Stock Chf.001

1.12 51M
—

Novartis AG ADR

1.08 49M
Healthcare

Recruit Holdings Co Ltd

0.94 42M
Communication Services

Royal Bank of Canada

0.85 39M
Financial Services

AstraZeneca PLC

0.75 34M
Healthcare

Banco Santander SA

0.67 30M
Financial Services

Schneider Electric SE

0.63 29M
Industrials

Toyota Motor Corp

0.62 28M
Consumer Cyclical

Lvmh Moet Hennessy Louis Vuitton SE

0.59 27M
Consumer Cyclical

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