DFA US Sustainability Core 1 (DFSIX) Research

This portfolio strategically invests in a broad and diversified selection of American equities, encompassing companies across the entire market capitalization spectrum. It places a particular emphasis on, and therefore allocates greater capital to, firms characterized by smaller market values, appealing valuations (lower relative prices), and strong financial performance (higher profitability) compared to their representation in the overall U.S. stock market. Furthermore, the construction and ongoing management of the portfolio's holdings are meticulously adjusted to reflect significant sustainability impact considerations.

Market snapshot

Symbol
DFSIX
Price
$55.91
Day change
+0.90%
Market cap
$8.7B
52-week range
45.6-56.37
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Brown Advisory Sustainable Growth I (BAFWX)
  • Macquarie Value A (DDVAX)
  • Guggenheim Macro Opportunities Fund Class A (GIOAX)
  • Guggenheim Macro Opportunities Fund Class C (GIOCX)
  • Guggenheim Macro Opportunities Fund Class P (GIOPX)
  • MFS Series Trust X- MFS International Growth Fund A (MGRAX)
  • Neuberger Berman Large Cap Value Fd Trust (NBPTX)
  • T. Rowe Price Communications & Technology Fund Investor Class (PRMTX)

Open DFA US Sustainability Core 1 (DFSIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.