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Dfa Global Sustainability Fixed Income Portfolio Institutional Class: (MF: DGSFX)

(NASDAQ Mutual Funds) As of Apr 1, 2026 05:43 PM ET

$9.37 USD

+0.02 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.90 56
3 months 1.31 88
6 months 3.56 56
1 Year 5.05 84
3 Year 6.01 63
5 Year 0.42 72
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.94
5 Year -0.60
10 Year NA
Since Inception 1.96

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.17 1.75 1.58 0.35
2024 0.21 -0.34 4.30 -1.51
2023 3.43 -0.21 -1.11 7.43
2022 -7.05 -6.60 -4.91 2.23
2021 -4.13 2.01 -0.20 -0.22

Annual Return

20262025202420232022202120202019
% Total Return 1.904.942.589.64-15.61-2.617.999.37
% Total Return Rel to Index -0.38-2.675.444.432.664.35-2.113.46
% Total Return Rel to Peer -0.55-6.120.100.78-2.060.821.59-0.86
% Perf Quintile vs Peer* 4.005.000.003.004.003.002.003.00
% Dividends 0.000.390.390.380.170.150.000.08
% Yield 0.003.994.103.961.891.340.000.78
Capital Gains ($) 0.000.000.000.000.000.010.190.22
Expense Ratio 0.000.220.220.220.260.280.280.28

* 1 = Top 20%, 5 = Bottom 20%