DFSPX Mutual Fund

DFSPX Mutual Fund (DFA International Sustainability Core 1 Portfolio) is managed by Dimensional with $4.57B in net assets. DFSPX expense ratio is 0.24%, holding 3650 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2008-03-12.

DFSPX performance shows a YTD return of 8.63%. The 1-year return is 21.25% and the 5-year return is 8.17%. DFSPX dividend yield stands at 2.95%, paid quarterly.

DFSPX top holdings include The Dfa Investment Trust Company (4.8%), Dfa Short Term Investment Fund (4.7%), Asml Holding Nv Unsponsored Adr Ordinary Shares (2.1%), Roche Holding Ag (1.2%), Novartis Ag Ordinary Shares (1.1%). Go to all DFSPX holdings, DFSPX sectors, or DFSPX dividends.

DFSPX can be compared against other funds. Use DFSPX overlap to find shared positions, or DFSPX vs another fund for a side-by-side view. DFSPX alternatives are available via the screener, along with tax-loss harvesting opportunities.