DFA Global Sustainability Fixed Income Portfolio Institutional Class
DGSFX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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NAV
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Company Information
Provider
Dimensional Fund Advisors
Manager/Tenure
(Years)
(Years)
Joseph F. Kolerich (6), David A. Plecha (6), Lacey N. Huebel (4)
Website
Address
Dimensional Fund Advisors
Santa Monica CA - 90401
Santa Monica CA - 90401
Country
United States
Phone Number
512-306-7400
Investment Strategy
The investment seeks to maximize total returns from the universe of debt securities in which the portfolio invests. The portfolio invests in a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers, while excluding or underweighting securities of corporate and certain non-sovereign government issuers based upon the portfolio's sustainability impact considerations. Under normal circumstances, the Portfolio invests at least 30% of its net assets in non-U.S. issuers.
