DFA Emerging Markets Social Core Portfolio Fund (DFESX) in Focus

Shutterstock photo

DFA Emerging Markets Social Core Portfolio ( DFESX ) a Zacks Rank #2 (Buy) invest at least 80% of its net assets in emerging markets equity securities that are defined in the prospectus as Approved Markets securities.

This Non US - Equity fund, as of the last filing, allocates their fund in two major groups; Emerging Market and Intermediate Bond. Further, as of the last filing, SAMSUNG ELECTRONICS, TENCENT HOLDINGS LTD and TAIWAN SEMICONDUCTOR were the top holdings for DFESX.

The DFA Emerging Markets Social Core Portfolio fund, managed by Dimensional , carries an expense ratio of 0.63%.

DFESX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 31.12%, 3 year 2.44% and 5 year 0.35%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

DFESX's performance, as of the last filing, when compared to funds in its category was in the top 6% in 1 year.

Want key mutual fund info delivered straight to your inbox?

Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>

View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Get Your Free (DFESX): Fund Analysis Report

To read this article on Zacks.com click here.

Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This article appears in: Investing , Mutual Funds

More from Zacks.com




Equity Research
Follow on:

Find a Credit Card

Select a credit card product by:
Select an offer:
Data Provided by BankRate.com