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Dimensional Fund Advisors (DFESX)
General Fund Information
1299 Ocean Avenue Santa Monica, CA 90401
(310) 395-8005www.dfaus.com
Category:International/Global Funds
Style:Value/Growth
Assets: ($ millions)$1,368.2

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:0.56%
Max. defer. load: 
Max. front load: 
Avg. P/E:21.84
Avg. P/B:3.18
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The DFA Emerging Markets Social Core Equity Portfolio seeks to achieve long-term capital appreciation and invests in countries designated as Approved Markets: Brazil, Chile, China, Czech Republic, Hungary, India, Indonesia, Israel, Malaysia, Mexico, the Philippines, Poland, S. Africa, S. Korea, Taiwan, Thailand and Turkey. The Portfolio seeks to exclude companies identified by its social issue screens (monitored by KLD).
Social Issues11/30/17
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
Year to date: 32.68%
Year to date: 32.68%
1 Year: 33.06%
Annualized returns:
3 Year: 6.75%
5 Year: 5.28%
10 Year: 2.25%
Since inception: 6.64%
Inception date: 08/31/06
Bear Market: -28.06%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:0.45
Alpha 5YR:0.36
Beta 3YR:0.96
Beta 5YR:0.99
R. Squared 3YR:97.62
R. Squared 5YR:97.41
Sharpe 3YR:0.42
Sharpe 5YR:0.35
Std. Dev. 3YR:14.55
Std. Dev. 5YR:14.55
Sectors Pie Chart 
No fund sectors available

 

 
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