DFA U.S. Sustainability Core 1 Portfolio

Class Inst (DFSIX)
Scorecard
5 / 5 Stars
Lipper
5 5 4 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

#11 in Large Blend

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Dimensional Fund Advisors funds

See full Large Blend rankings

See more fund rankings

Performance

The fund has returned 28.64 percent over the past year, 14.84 percent over the past three years, and 25.42 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 28.6%
3 Years (Annualized) 14.8%
5 Years (Annualized) 25.4%
10 Years (Annualized) N/A

See more DFSIX performance

Summary

The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of U.S. companies with a greater emphasis on small capitalization and value companies as compared to their representation in the U.S. Universe, while adjusting the composition of the Portfolio based on environmental impact considerations. It may use derivatives, such as futures contracts and options on futures contracts for U.S. equity securities and indices, to gain market exposure on its uninvested cash pending investment in securities or to maintain liquidity to pay redemptions.

Fees

Fees are Average compared to funds in the same category.
DFA U.S. Sustainability Core 1 Portfolio has an expense ratio of 0.33 percent.

See more DFSIX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more DFSIX risk