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Morningstar

DFA Intl Sustainability Core 1 DFSPX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 11.15  /  0.36 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.28%
  • Turnover 14%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:12 PM GMT+0

Morningstar’s Analysis DFSPX

Will DFSPX 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 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.

DFA Intl Sustainability Core 1’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFSPX

More DFSPX Holdings
  • Current Portfolio Date
  • Equity Holdings 3961
  • Bond Holdings 0
  • Other Holdings 39
  • % Assets in Top 10 Holdings 10.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S ADR

1.86
59,886,677
Healthcare

LVMH Moet Hennessy Louis Vuitton SE

1.59
51,169,518
Consumer Cyclical

Roche Holding AG

1.34
43,108,918
Healthcare

ASML Holding NV ADR

1.25
40,161,945
Technology

Novartis AG ADR

0.80
25,880,404
Healthcare

AstraZeneca PLC ADR

0.75
24,212,875
Healthcare

L'Oreal SA

0.73
23,619,186
Consumer Defensive

Royal Bank of Canada

0.67
21,628,805
Financial Services

Unilever PLC ADR

0.64
20,708,724
Consumer Defensive

Toyota Motor Corp

0.63
20,416,935
Consumer Cyclical