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Quick Guide to DFA Emerging Markets Social Core Portfolio Fund (DFESX)

DFESX

Trades from $3

DFA Emerging Markets Social Core Portfolio (DFESX - Free Report) a Zacks Rank #1 (Strong Buy) was incepted in October 2006. DFESX seeks growth of capital over the long run. DFESX primarily invests in securities of companies domiciled in emerging markets. DFESX may also invest depositary receipts of companies that are not traded in the U.S.

This fund, as of the last filing, allocates their fund in four major groups; Emerging Market, Foreign Bond, Foreign Stock and Precious Metal. Further, as of the last filing, Samsung, Tencent and Taiwan Semiconductor were the top holdings for DFESX.

DFA Emerging Markets Social Core Portfolio, managed by Dimensional, carries an expense ratio of 0.64%. Moreover, DFESX requires a minimal initial investment of $0.

DFESX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 19.32%, 3 year 0.30% and 5 year 3.92%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

DFESX’s performance, as of the last filing, when compared to funds in its category was in the top 6% in 1 year, top 54% over the past 3 years, and in the 80% over the past 5 years.

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