DFSU is an actively managed fund that seeks long-term capital appreciation by investing in a broad portfolio of US companies across various market-caps and sectors, with emphasis on those with smaller market-caps, lower relative price, and higher perceived profitability. In assessing relative price and profitability, the adviser looks at balance sheet ratios and performance. The adviser may choose to exclude or adjust an eligible companys allocation in the fund based on short-term considerations like price momentum and investment characteristics. DFSU may also modify component weights by looking at environmental and other sustainability factors. Companies with high greenhouse gas emissions intensity or fossil fuel reserves relative to other issuers are excluded from the fund. The use of derivatives or securities lending may be pursued in order to generate additional income.
公司网站 :
https://www.dimensional.com/us-en/funds/dfsu/us-sustainability-core-1-etf
总经理:-
建立时间:2022
公司总部:Dimensional US Sustainability Core 1 ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds