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DFA Intl Sustainability Core 1 (DFSPX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA Intl Sustainability Core 1 (DFSPX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of DFA Intl Sustainability Core 1 Fund (DFSPX) ManagerFund Manager - Joseph H. Chi

Fund Manager Information

Fund Manager Tenure: 9.2 years
Fund Family: Dimensional Fund Advisors
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of DFA Intl Sustainability Core 1 Fund (DFSPX) ProfileDFA Intl Sustainability Core 1 Fund (DFSPX) Profile

Fund Profile and Description

DFA Intl Sustainability Core 1 Fund seeks long-term capital appreciation. DFA Intl Sustainability Core 1 Fund purchases a broad and diverse group of stocks of non-U.S. companies in developed markets with a greater emphasis on small capitalization and value companies as compared to their representation in the International Universe, while adjusting the composition of the Portfolio based on environmental impact considerations. It can gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts and can lend its portfolio securities to generate additional income.

 

DFA Intl Sustainability Core 1 (DFSPX) Fund Strength What we like about DFA Intl Sustainability Core 1 (DFSPX) Fund

Data for DFA Intl Sustainability Core 1 Fund (DFSPX) as of May 30, 2016

  • DFA Intl Sustainability Core 1 Fund (DFSPX) management has been with DFA Intl Sustainability Core 1 Fund for 9.2 years
  • DFA Intl Sustainability Core 1 Fund (DFSPX) has good short-term performance (1-year return -7.69% vs -10.09% Foreign Large Blend category median performance)
  • DFA Intl Sustainability Core 1 Fund (DFSPX) has good mid-term performance (3-year return 3.04% vs 1.82% Foreign Large Blend category median performance)
  • DFA Intl Sustainability Core 1 Fund (DFSPX) has good Long-term performance (5-year return 2.03% vs 1.53% Foreign Large Blend category median performance)
  • DFA Intl Sustainability Core 1 Fund (DFSPX) has a Morningstar rating of 4 and above
  • Asset base in DFA Intl Sustainability Core 1 Fund (DFSPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • DFA Intl Sustainability Core 1 Fund (DFSPX) has an annual stock turnover rate of 8.00% vs Foreign Large Blend average of 44.90%. It is good that DFA Intl Sustainability Core 1 management does not trade extensively for its return.
  • DFA Intl Sustainability Core 1 Fund (DFSPX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.7, lower than category average of 12.81
  • DFA Intl Sustainability Core 1 Fund (DFSPX) has a lower expense ratio than its Foreign Large Blend average: 0.48% vs 1.14%
  • DFA Intl Sustainability Core 1 Fund (DFSPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

DFA Intl Sustainability Core 1 Fund (DFSPX) Weakness What we are cautious about DFA Intl Sustainability Core 1 (DFSPX) Fund

Data for DFA Intl Sustainability Core 1 Fund (DFSPX) as of May 30, 2016

  • DFA Intl Sustainability Core 1 Fund (DFSPX) ratio of up-years vs down years can be improved
See DFA Intl Sustainability Core 1 Fund (DFSPX) performance details as of May 30, 2016

 

What do you think?

 

Compare DFA Intl Sustainability Core 1 Fund (DFSPX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA Intl Sustainability Core 11.20-7.693.042.03
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare DFA Intl Sustainability Core 1 Fund (DFSPX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of DFA Intl Sustainability Core 1 Fund (DFSPX) Net Asset TrackingDFA Intl Sustainability Core 1 (DFSPX) Fund Net Asset

Track net asset change of DFA Intl Sustainability Core 1 fund (DFSPX)

DateNet Asset
05/2016$451.38M
03/2016$404.89M
02/2016$377.55M
More historic net asset information on DFA Intl Sustainability Core 1 Fund (DFSPX)

  

Graph of DFA Intl Sustainability Core 1 Fund (DFSPX) Portfolio TrackingDFA Intl Sustainability Core 1 (DFSPX) Fund Portfolio Allocation

Track portfolio allocation change of DFA Intl Sustainability Core 1 fund (DFSPX)

DateCashStockBondOther
04/20161.35%97.62%0%1.02%
02/20161.05%96%0%2.94%
01/20161.56%95.98%0%2.45%
Click here to see more historic asset allocation information on DFA Intl Sustainability Core 1 Fund (DFSPX)

 

graph of DFA Intl Sustainability Core 1 Fund (DFSPX) Top 10 Position TrackingTop 10 Holdings in DFA Intl Sustainability Core 1 (DFSPX) Fund

Discover what DFA Intl Sustainability Core 1 Fund (DFSPX) manager is buying

Apr 29, 2016
ROCHE HLDG AG DIV RT [1.43%]
NOVO NORDISK A/S B [0.62%]
HSBC Holdings PLC ADR [0.62%]
TOYOTA MOTOR CORP LT [0.59%]
ROYAL BANK OF CANADA [0.52%]
Unilever NV Common Stock [0.47%]
Novartis AG Common Stock [0.45%]
BT Group PLC [0.45%]
Basf SE [0.43%]

Feb 28, 2016
ROCHE HLDG AG DIV RT [1.65%]
NESTLE SA CHAM ET VE [0.72%]
TOYOTA MOTOR CORP LT [0.69%]
British American Tobacco PLC ADR [0.68%]
Total SA [0.6%]
NOVO NORDISK A/S B [0.54%]
ROYAL BANK OF CANADA [0.49%]
Novartis AG Common Stock [0.48%]
Daimler AG [0.47%]
Diageo PLC ADR [0.43%]

Jan 30, 2016
ROCHE HLDG AG DIV RT [1.65%]
NESTLE SA CHAM ET VE [0.73%]
British American Tobacco PLC ADR [0.69%]
TOYOTA MOTOR CORP LT [0.6%]
Total SA [0.59%]
NOVO NORDISK A/S B [0.56%]
Novartis AG Common Stock [0.52%]
ROYAL BANK OF CANADA [0.49%]
ASTRAZENECA [0.45%]
Diageo PLC ADR [0.44%]
Click here for Stock Holding Change Map in DFA Intl Sustainability Core 1 Fund (DFSPX)

  

Latest News on DFA Intl Sustainability Core 1 (DFSPX) Fund

See what is happening with DFA Intl Sustainability Core 1 Fund (DFSPX)

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DFA Intl Sustainability Core 1 Fund (DFSPX) Related ResourcesSee more information on DFA Intl Sustainability Core 1 (DFSPX) Fund

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