Dimensional Fund Advisors (DFESX)
General Fund Information
Dimensional Fund Advisors
1299 Ocean Avenue  
Santa Monica CA 90401
(310) 395-8005
Category:International/Global Funds
Assets: ($ millions)$1,471.3

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:23.10
Avg. P/B:3.74
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The DFA Emerging Markets Social Core Equity Portfolio seeks to achieve long-term capital appreciation and invests in countries designated as Approved Markets: Brazil, Chile, China, Czech Republic, Hungary, India, Indonesia, Israel, Malaysia, Mexico, the Philippines, Poland, S. Africa, S. Korea, Taiwan, Thailand and Turkey. The Portfolio seeks to exclude companies identified by its social issue screens (monitored by KLD).
Social Issues07/31/18
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance07/31/18
  Fund Return Percentile Rank *
Year to date: -5.22% 47
1 Year: 3.41% 47
Annualized returns:
3 Year: 9.57% 20
5 Year: 5.51% 32
10 Year: 3.79% 27
Since inception: 6.09% 39
Inception date: 08/31/06  
Bear Market: -28.06%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics07/31/18
Alpha 3YR:0.48
Alpha 5YR:0.05
Beta 3YR:0.97
Beta 5YR:0.97
R. Squared 3YR:97.03
R. Squared 5YR:97.54
Sharpe 3YR:0.58
Sharpe 5YR:0.35
Std. Dev. 3YR:14.67
Std. Dev. 5YR:14.67
Sector Distribution 
No fund sectors available