DFA International Sustainability Core 1 Portfolio (DFSPX)

Overview

The Advisor is a specialized investment firm that focuses on purchasing securities from companies operating within developed market countries that have been identified and approved by the Advisor. This strategy is rooted in the firm's commitment to investing primarily in equity securities, adhering to a guiding principle that, under normal circumstances, at least 80% of its net assets will be allocated towards equity securities. The emphasis on developed market countries is central to the Advisor's investment philosophy, aiming to tap into the stability and growth potential these markets offer.

Products and Services

• Equity Securities Investments

  The Advisor invests a considerable portion of its assets in equity securities. This includes stocks and other equity instruments of companies that are positioned in developed market countries. By maintaining a baseline investment of at least 80% of its net assets in such securities, the Advisor seeks to leverage the economic stability and growth potential inherent in these markets for its investors.

• Depositary Receipts

  To diversify its investment approach and gain exposure to a broader array of companies within approved markets, the Advisor also invests in depositary receipts. These financial instruments represent a company's foreign shares and can be traded on exchanges outside of the issuer's home country. Through depositary receipts, the Advisor can indirectly invest in foreign companies with promising growth prospects without the complexity of direct investments in foreign stock markets.