- What does DFSPX invest in?
- This fund primarily allocates its investments to companies situated in developed economies, specifically those identified as approved markets by the Advisor. Under typical conditions, and as part of a flexible policy, the fund commits a minimum of 80% of its net assets to equity holdings. Exposure to these eligible market companies can also be achieved through acquiring depositary receipts, which are financial instruments that may be listed or traded in jurisdictions separate from the issuing company's home country.
- What is the expense ratio of DFSPX?
- DFA International Sustainability Core 1 Portfolio (DFSPX) charges an expense ratio of 0.24%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is DFSPX?
- DFA International Sustainability Core 1 Portfolio (DFSPX) manages $4.57B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is DFSPX actively managed or an index fund?
- DFSPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was DFSPX launched?
- DFA International Sustainability Core 1 Portfolio (DFSPX) launched in March 2008 and is managed by Dimensional.
- How has DFSPX performed?
- DFSPX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
