DFA International Small Company Portfolio
Shareclass
DFA International Small Company I (DFISX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund DFA International Small Company Portfolio
FUND COVERAGE
# of holdings796
% of assets58%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Viva Energy Group Ltd Ordinary Shares0.05%$6.86M
- 2. Enagas SA0.11%$15.6M
- 3. Helia Group Ltd0.04%$6.3M
- 4. Sodexo0.08%$11.19M
- 5. Smartgroup Corporation Ltd0.02%$3.43M
- 6. Lifestyle Communities Ltd<0.01%$1.12M
- 7. Hiscox Ltd0.2%$29.04M
- 8. Aberdeen Group PLC0.18%$24.92M
- 9. Aviva PLC<0.01%$2
- 10. Challenger Ltd0.04%$5.74M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Gav-Yam Lands Corp Ltd<0.01%$9
- 2. Tuas Ltd Ordinary Shares0.03%$4.38M
- 3. Sankyu Inc0.08%$12.05M
- 4. Saizeriya Co Ltd0.03%$3.89M
- 5. Xinyi Glass Holdings Ltd0.06%$9.12M
- 6. Genesis Minerals Ltd0.1%$14.65M
- 7. Investore Property Ltd<0.01%$682,737
- 8. Capricorn Metals Ltd0.13%$18.37M
- 9. TFI International Inc0.02%$2.5M
- 10. Blue Zones Holdings Co Ltd0.02%$3.2M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund DFA International Small Company Portfolio
Totals
Holdings
Assets
Weight
Prisons
3
$43.91M
0.31%
Prisons high risk
3
$43.91M
0.31%
Private prisons
3
$43.91M
0.31%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
3
$43.91M
0.31%
Holdings — 3 flagged holdings
1.
Serco Group PLC
$18.07M
0.13%
2.
MITIE Group PLC
$14.65M
0.1%
3.
Sodexo
$11.19M
0.08%
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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