About DESIX
DFA Emerging Markets Sustainability Core 1 Portfolio Institutional Class is a mutual fund focused on providing broad equity exposure to companies across global emerging markets with an emphasis on sustainability criteria. Managed by Dimensional Fund Advisors, the fund incorporates an integrated investment approach that combines academic research, portfolio design, and active trading to balance risk and long-term drivers of expected returns. It seeks to achieve long-term capital appreciation by investing primarily in equities of all sizes from diverse sectors, strategically increasing its allocation to smaller capitalization, lower relative price, and higher profitability companies compared to the emerging markets universe, while adjusting holdings for their environmental and social impact.
This portfolio aims to provide investors with access to growth opportunities in emerging markets while maintaining a disciplined sustainability overlay. It considers issues such as fossil fuel exposure, deforestation, and social responsibility in its investment selection. With over 5,000 holdings and net assets exceeding $1 billion, it is structured for broad diversification. The fund benchmarks its performance against the MSCI Emerging Markets Index and features a competitive expense ratio, making it a significant choice within the global emerging markets equity category for institutional investors seeking a blend of growth potential and sustainability integration.
Fund Family Dimensional Fund Advisors
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DESIX
Index MSCI EM (Emerging Markets) NR USD
DESIX had a total return of 36.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.44%.
