DFA U.S. Small Cap Value Portfolio
Shareclass
DFA US Small Cap Value I (DFSVX)
Type
Open-end mutual fund
Manager
Gender equality score
42
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,024 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
4/30
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 U.S. Small Cap Value Portfolio DFSVX
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. Jones Lang LaSalle Inc0.19% of assets$29.44M invested
- 2. Charles River Laboratories International Inc0.05% of assets$8.29M invested
- 3. Coty Inc Class A0.06% of assets$9.05M invested
- 4. Alcoa Corp0.26% of assets$40.57M invested
- 5. Hillenbrand Inc0.08% of assets$12.05M invested
- 6. Macy's Inc0.36% of assets$56.63M invested
- 7. AMN Healthcare Services Inc<0.01% of assets$716,126 invested
- 8. Comerica Inc0.46% of assets$73.05M invested
- 9. PVH Corp0.38% of assets$60.89M invested
- 10. ASGN Inc0.08% of assets$12.22M 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. Trustmark Corp0.19% of assets$30.63M invested
- 2. Supernus Pharmaceuticals Inc0.07% of assets$11.18M invested
- 3. Liberty Broadband Corp Registered Shs Series -C-0.03% of assets$4.58M invested
- 4. Liberty Broadband Corp Registered Shs Series -A-0.02% of assets$2.6M invested
- 5. Liberty Energy Inc Class A0.25% of assets$39.96M invested
- 6. LGI Homes Inc0.17% of assets$27.09M invested
- 7. Matador Resources Co0.3% of assets$47.1M invested
- 8. First Merchants Corp0.22% of assets$34.62M invested
- 9. United Community Banks Inc0.27% of assets$43.22M invested
- 10. Towne Bank0.23% of assets$36.32M invested
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Financial performance
Performance data provided by
Find more financial data on DFSVX at Morningstar.com
Find more financial data on DFSVX 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.
Benchmarking tool
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