DFA International Sustainability Core 1 Portfolio
Shareclass
DFA Intl Sustainability Core 1 (DFSPX)
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 Sustainability Core 1 Portfolio
FUND COVERAGE
# of holdings1,369
% of assets89%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
13 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.24%$9.88M
- 2. Transurban Group0.05%$2.07M
- 3. QBE Insurance Group Ltd0.17%$6.82M
- 4. Allianz SE0.38%$15.71M
- 5. AstraZeneca PLC ADR0.69%$28.3M
- 6. AstraZeneca PLC0.1%$3.93M
- 7. Viva Energy Group Ltd Ordinary Shares0.02%$847,762
- 8. Standard Chartered PLC0.15%$6.02M
- 9. CAR Group Ltd0.03%$1.21M
- 10. Aena SME SA0.06%$2.44M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Gav-Yam Lands Corp Ltd<0.01%$41,973
- 2. Shopify Inc Registered Shs -A- Subord Vtg0.38%$15.35M
- 3. Constellation Software Inc0.26%$10.74M
- 4. Airport City Ltd<0.01%$314,658
- 5. Sankyu Inc0.02%$913,308
- 6. Electra Ltd0.01%$529,187
- 7. Genesis Minerals Ltd0.01%$484,880
- 8. Kinden Corp0.03%$1.16M
- 9. ABC-Mart Inc0.01%$495,900
- 10. Investore Property Ltd<0.01%$105,239
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 Sustainability Core 1 Portfolio
Totals
Holdings
Assets
Weight
Prisons
8
$42.82M
1.05%
Prisons high risk
2
$714,968
0.02%
Private prisons
0
$0
0%
Borders
15
$100.59M
2.46%
Borders high risk
3
$26.22M
0.64%
Total
19
$109.47M
2.68%
Holdings — 19 flagged holdings
1.
Airbus SE
:$21.95M
0.54%
2.
HSBC Holdings PLC ADR
:$20.75M
0.51%
3.
RELX PLC ADR
:$19.01M
0.47%
4.
HSBC Holdings PLC
:$7.58M
0.19%
5.
Thales
:$5.96M
0.15%
6.
Capgemini SE
:$5.58M
0.14%
7.
NEC Corp
:$4.72M
0.12%
8.
Fairfax Financial Holdings Ltd
$4.59M
0.11%
9.
Restaurant Brands International Inc
$3.57M
0.09%
10.
Thomson Reuters Corp
:$3.36M
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 Sustainability Core 1 Portfolio DFSPX
Environment
Social
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