Data Notes

Fossil Fuel Holdings and Targets

DFA US Sustainability Core Equity 1 and DFA International Sustainability Core Equity serve as the foundation of Macroclimate Ultra Low Carbon Global Equity Portfolio. (Macroclimate also offers a Low Carbon Global Equity Portfolio which adds an emerging markets fund to improve expected returns, at the cost of slightly higher carbon exposure.). DFA US Sustainability Core Equity 1 and DFA International Sustainability Core Equity are transitioning to zero exposure to largest owners of fossil fuel reserves and coal-fired power plants. (Transition is expected to be completed by yearend 2017.) These targets are estimates based on simulated historical data. Filters were applied retroactively and with the benefit of hindsight. Such estimates represent targets — not an actual strategy.

Assets Under Management

All Macroclimate portfolios are balanced, with a mix of equities (stocks) and fixed income (bonds) tailored to your goals and risk profile. As such, Assets Under Management include equity as well as fixed income assets aligned with Macroclimate’s low-carbon strategy.

Fund Net Expense

Net Expense to Investor for Macroclimate Ultra Low Carbon Global Equity Portfolio is a blended rate for the equity (stock) portion of the mutual fund portfolio as of June 2016. Investment management fee is additional.

General Disclaimer

Past performance is no guarantee of future results.

Data Sources

Morningstar, CarbonScan, Fossil Free Funds, SEC filings, all as of August/September 2016; Dimensional Fund Advisors (June 2016)
 
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