About DFSPX
DFA International Sustainability Core 1 Portfolio is an actively managed mutual fund focused on international equities, managed by Dimensional Fund Advisors. Its primary objective is long-term capital appreciation by investing in equity securities of companies operating in developed markets outside the United States. The fund employs a sustainability-driven investment approach, integrating environmental, social, and governance (ESG) considerations into its selection process. This includes aiming to limit exposure to companies involved in controversial business practices, such as violations of international norms, fossil fuel extraction, tobacco, and controversial weapons, while favoring companies more aligned with a low-carbon economy and positive ESG profiles. The portfolio is broadly diversified, holding thousands of securities across various sectors, with major holdings in healthcare, technology, and consumer goods. Its sustainable mandate and broad diversification make it suitable for investors seeking to balance international market participation with ESG concerns. With a low expense ratio and a focus on developed markets like Japan, Britain, France, and Germany, the fund plays a significant role for those prioritizing responsible, globally diversified equity exposure in their investment portfolio.
Fund Family Dimensional Fund Advisors
Category Foreign Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DFSPX
Index MSCI World ex USA NR USD
DFSPX had a total return of 34.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.46%.
