- Fund Type: Open-End Fund
- Objective: Value-Small Cap
- Asset Class: Equity
- Geographic Focus: U.S.
DFA US Sustainability Core I Portfolio
+ Add to WatchlistDFSIX:US
13.73 USD 0.01 0.07%As of 09:29:30 ET on 05/20/2013.
Snapshot for DFA US Sustainability Core I Portfolio (DFSIX)
| Year To Date: | +18.72% | 3-Month: | +10.61% | 3-Year: | +18.15% | 52-Week Range: | 10.17 - 13.73 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +8.37% | 1-Year: | +35.23% | 5-Year: | +6.45% | Beta vs RAY: | 1.05 |
Fund Profile & Information for DFSIX
DFA U.S. Sustainability Core 1 Portfolio is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests in a broad portfolio of securities of U.S. operating companies with an increased exposure to small capitalization and value companies, while, relative to a portfolio without environmental impact considerations.
| Inception Date: | 03-11-2008 | Telephone: | 1-512-306-7400 |
|---|---|---|---|
| Managers: | HENRY F GRAY / STEPHEN CLARK | ||
| Web Site: | www.dfafunds.com | ||
Fundamentals for DFSIX
| NAV | (on 2013-05-20) 13.73 |
|---|---|
| Assets (M) | (on 2013-03-26) 245.34 |
| Fund Leveraged | N |
| Minimum Investment | 0.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for DFSIX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Quarter |
| Last Dividend Net | (on 2013-03-08) 0.03 |
| Dividend Yield (ttm) | 1.85 |
Fees & Expenses for DFSIX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.29 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 0.35 |
Top Fund Holdings for DFSIX
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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