DFA Emerging Markets Value Portfolio
Shareclass
DFA Emerging Markets Value I (DFEVX)
Type
Open-end mutual fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 2,103 out of 1,102 funds
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Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
DFA Emerging Markets Value Portfolio DFEVX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Bank Handlowy w Warszawie SA<0.01% of assets$170,125 invested
- 2. Sino Biopharmaceutical Ltd0.1% of assets$11.12M invested
- 3. WuXi Biologics (Cayman) Inc0.21% of assets$22.96M invested
- 4. Alior Bank SA0.11% of assets$12.41M invested
- 5. Bank Polska Kasa Opieki SA0.04% of assets$4.6M invested
- 6. Orlen SA0.46% of assets$50.83M invested
- 7. Asseco Poland SA0.03% of assets$3.76M invested
- 8. TAURON Polska Energia SA Ordinary Shares - Series AA0.09% of assets$9.75M invested
- 9. KGHM Polska Miedz SA0.14% of assets$15.42M invested
- 10. Bank Millennium SA0.01% of assets$1.15M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Qingdao Port International Co Ltd<0.01% of assets$733,612 invested
- 2. CSPC Pharmaceutical Group Ltd0.15% of assets$16.15M invested
- 3. Jastrzebska Spolka Weglowa SA0.02% of assets$1.7M invested
- 4. GCL Technology Holdings Ltd0.03% of assets$2.89M invested
- 5. Inter Cars SA<0.01% of assets$54,590 invested
- 6. Geely Automobile Holdings Ltd0.42% of assets$46.81M invested
- 7. Fosun International Ltd0.04% of assets$3.93M invested
- 8. Polska Grupa Energetyczna SA0.07% of assets$7.93M invested
- 9. China Mengniu Dairy Co Ltd0.24% of assets$26.58M invested
- 10. China Gas Holdings Ltd0.08% of assets$9.22M invested
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Financial performance
Performance data provided by
Find more financial data on DFEVX at Morningstar.com
Find more financial data on DFEVX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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