DFA International Core Equity 529 Portfolio (CDFPX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 29.24 |
| YTD Return | 3.53% |
| 1-Year Return | 30.96% |
| 5-Year Return | 54.90% |
| 52-Week Low | 19.97 |
| 52-Week High | 31.26 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CDFPX
DFA International Core Equity 529 Portfolio Class A is a diversified mutual fund designed to provide long-term capital appreciation by investing exclusively in non-U.S. equities. The fund targets companies across all market capitalizations in developed international markets, with a strategic emphasis on smaller-cap firms, those with lower relative prices, and higher profitability. Its investment universe is comprised of approved developed-market companies outside the United States, selected based on a blend of factors like size, relative price, profitability, momentum, liquidity, and other investment characteristics. The portfolio may also utilize equity derivatives, such as futures and options, for efficient market exposure and may lend securities to generate additional income. As a 529 portfolio, its primary role is to serve as a college savings investment option, allowing investors to participate in global equity markets while saving for educational expenses. By diversifying internationally and focusing on multiple performance factors, the fund aims to reduce concentration risk and capture broad sources of expected returns in the international equity landscape.
Performance
CDFPX had a total return of 30.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.83%.