DFA International Small Company Portfolio
Shareclass
DFA International Small Company I (DFISX)
Type
Open-end mutual fund
Manager
Gender equality score
49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 922 out of 1,094 funds
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Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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 International Small Company Portfolio DFISX
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. Enagas SA0.11% of assets$12.95M invested
- 2. Viva Energy Group Ltd Ordinary Shares0.06% of assets$6.42M invested
- 3. The Star Entertainment Group Ltd<0.01% of assets$617,056 invested
- 4. National Bank of Canada0.1% of assets$11.86M invested
- 5. Helia Group Ltd0.06% of assets$6.3M invested
- 6. Smartgroup Corporation Ltd0.03% of assets$3.75M invested
- 7. Lifestyle Communities Ltd0.02% of assets$2.58M invested
- 8. Challenger Ltd0.08% of assets$8.89M invested
- 9. Bank of Queensland Ltd0.14% of assets$15.5M invested
- 10. SpareBank 1 Ostlandet Depository Receipts<0.01% of assets$31,880 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. Gav-Yam Lands Corp Ltd<0.01% of assets$450,430 invested
- 2. Tuas Ltd Ordinary Shares0.03% of assets$3.54M invested
- 3. Ise Chemicals Corp0.01% of assets$1.35M invested
- 4. Justsystems Corp0.03% of assets$3.77M invested
- 5. SK Kaken Co Ltd<0.01% of assets$857,867 invested
- 6. AFI Properties Ltd0.04% of assets$4.7M invested
- 7. Sankyu Inc0.08% of assets$8.67M invested
- 8. Heiwa Corp0.04% of assets$4.44M invested
- 9. Saizeriya Co Ltd0.03% of assets$3.63M invested
- 10. GungHo Online Entertainment Inc0.03% of assets$3.38M invested
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Financial performance
Performance data provided by
Find more financial data on DFISX at Morningstar.com
Find more financial data on DFISX 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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