DGSFX Mutual Fund
DGSFX Mutual Fund
DFA Global Sustainability Fixed Income Portfolio Institutional Class
DGSFX Mutual Fund Overview
DGSFX Mutual Fund (DFA Global Sustainability Fixed Income Portfolio Institutional Class) is managed by Dimensional with $676.5M in net assets. DGSFX expense ratio is 0.22%, holding 263 positions across sectors including Other, Financials, Health Care. Inception date: 2018-11-06.
DGSFX performance shows a YTD return of 1.96%. The 1-year return is 3.72% and the 5-year return is 0.19%. DGSFX dividend yield stands at 4.75%, paid quarterly.
DGSFX top holdings include United Kingdom Treasury Bond 0.0113% 2039/01/31 (2.9%), U.S. Treasury Floating Rate Notes (1.7%), Flemish Community Of Mtn Regs 3.67% Jun 22, 2040 (1.6%), Efmt 2025-Nqm4 A1F 05.2718 09/25/2070 5.2718 2070-09-25 (1.6%), International Bank For Reconstruction & Development (1.4%). View all DGSFX holdings, sector breakdown, or dividend history.
DGSFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DGSFX alternatives are available via the screener, along with tax-loss harvesting opportunities.