About DFJSX
The DFA Japanese Small Company Portfolio Institutional Class is a mutual fund designed to provide investors with exposure to small-cap companies listed in Japan. Its primary objective is long-term capital appreciation through a diversified portfolio of Japanese small-cap stocks, making it a focused option for those seeking to tap into the growth potential of Japan’s smaller enterprises. The fund follows a disciplined investment approach, leveraging insights from academic research to systematically capture returns from the Japanese small-cap segment.
Characterized by a broad portfolio—encompassing over 1,600 individual holdings—the fund spans multiple sectors, including technology, industrials, consumer cyclical, utilities, and financial services. With an emphasis on cost efficiency, it maintains a low expense ratio relative to its peers and is managed by Dimensional Fund Advisors, known for its process-driven and research-based investment philosophy. The Institutional Class share structure targets large-scale and institutional investors, further supporting the fund’s operational efficiency. Overall, the DFA Japanese Small Company Portfolio plays a significant role in diversifying global equity allocations and offers a specialized avenue for accessing Japan’s entrepreneurial and innovative small-cap market.
Fund Family Dimensional Fund Advisors
Category Japanese
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol DFJSX
Share Class - Institutional Class
Index MSCI Japan Small Cap NR USD
DFJSX had a total return of 28.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.04%.
