About DGSFX
DFA Global Sustainability Fixed Income Portfolio Institutional Class is a mutual fund that focuses on investment-grade fixed income securities from issuers worldwide. Its primary purpose is to maximize total returns while integrating sustainability considerations, actively excluding or underweighting debt issuers based on environmental, social, and governance (ESG) criteria and impact factors. The fund provides broad exposure to both U.S. and non-U.S. governments and corporations, holding over 260 securities and maintaining significant diversification across regions and sectors. With an ESG-focused mandate, the fund aims to align its portfolio with the transition to a low-carbon economy, minimizing holdings in companies involved with controversial activities such as thermal coal, tobacco, or certain weapons. Notably, it maintains a low carbon portfolio and exhibits a relatively low overall ESG risk score compared to its peers. With semi-annual payouts and a low expense ratio, this fund serves institutions and investors seeking both global diversification in fixed income and a commitment to measurable sustainability standards in portfolio construction.
Fund Family Dimensional Fund Advisors
Category World Bond-USD Hedged
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol DGSFX
Index Bloomberg Global Aggregate TR USD Hedged
DGSFX had a total return of -1.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.61%.
