DFA International Small Company Portfolio (DFISX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.04: the stock has moved about 4% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDFA International Small Company Portfolio (DFISX) trades at $27.49. DFA International Small Company Portfolio (DFISX) primarily invests in securities of international small-cap companies through underlying funds. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for DFISX: DFISX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
DFA International Small Company Portfolio (DFISX) Financial Services Profile
DFA International Small Company Portfolio (DFISX) is a financial services firm specializing in international small-cap investments through a fund-of-funds structure. With $16.17 billion in assets, DFISX offers investors exposure to a diversified portfolio of international small-cap equities, seeking long-term capital appreciation while managing liquidity through money market instruments.
What Is the Investment Thesis for DFISX?
DFISX presents a notable research candidate for investors seeking exposure to international small-cap equities. With a market capitalization of $16.17 billion, the fund offers diversification across numerous international markets, reducing the risk associated with individual stock selection. The fund's strategy of investing at least 80% of its net assets in small-cap companies positions it to capture potential growth opportunities in this market segment. However, the fund's beta of 1.04 suggests a market-correlated risk profile. Key catalysts include the continued growth of emerging markets and the increasing demand for international diversification among investors. The absence of a dividend yield may deter income-focused investors. The fund's performance is closely tied to the performance of its underlying funds and the overall health of the international small-cap market.
Based on FMP financials and quantitative analysis
DFISX Key Highlights
Market Cap: $16.17B indicates the fund's significant size and influence within the international small-cap investment space.
- Beta: 1.04 suggests the fund's volatility is slightly higher than the overall market, indicating a potentially higher risk-reward profile.
- Investment Focus: At least 80% of net assets invested in international small-cap securities, aligning with the fund's core investment objective.
- Fund-of-Funds Structure: Provides diversification across multiple underlying funds, mitigating the risk associated with individual stock selection.
- No Dividend Yield: May not be suitable for income-focused investors seeking regular dividend payments.
Who Are DFISX's Competitors?
DFISX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CBTAX Six Circles Tax Aware Bond | $9.27 | -0.22% | $17.4B | — |
| DFAPX DFA Investment Grade I | $9.64 | -0.10% | $12.3B | — |
| DFEVX DFA Emerging Markets Value Portfolio | $45.71 | +0.91% | $15.3B | — |
| DFFVX DFA U.S. Targeted Value Portfolio | $42.27 | +0.24% | $15.6B | — |
| DFUSX DFA US Large Company Portfolio | $51.59 | +0.66% | $15.0B | — |
| BLK BlackRock, Inc. | $1079.63 | +1.24% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.90 | +1.12% | $137B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.58 | -0.04% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DFISX's Key Strengths?
Diversified exposure to international small-cap equities.
- Fund-of-funds structure mitigates risk.
- Experienced management team.
- Disciplined investment approach.
What Are DFISX's Weaknesses?
Reliance on underlying fund performance.
- Potential for higher expense ratios due to fund-of-funds structure.
- Vulnerability to international market volatility.
- Lack of dividend yield may deter some investors.
What Are the Key Risks for DFISX?
Global economic downturn impacting international small-cap equities.
- Geopolitical risks and trade tensions affecting international markets.
- Currency fluctuations impacting investment returns.
- Increased competition from other asset managers driving down fees.
- Changes in regulations impacting international investments.
What Are DFISX's Competitive Advantages?
- Established track record in international small-cap investing.
- Fund-of-funds structure provides diversification benefits.
- Disciplined investment approach focused on long-term value creation.
- Access to a network of experienced investment professionals.
What Does DFISX Do?
DFA International Small Company Portfolio (DFISX) is a non-fundamental investment portfolio designed to provide investors with exposure to international small-cap equities. The fund operates under the principle of investing at least 80% of its net assets in the securities of small companies located outside of the United States. This is achieved through investments in underlying funds, which are carefully selected and managed to align with the portfolio's overall investment objective. The portfolio's structure allows for diversification across numerous international markets and sectors, mitigating the risks associated with investing in individual small-cap companies. DFISX also utilizes affiliated and unaffiliated registered and unregistered money market funds to manage its cash positions, ensuring liquidity for redemptions and other operational needs. This approach allows the portfolio to maintain flexibility and efficiently manage its assets while pursuing its investment goals. DFISX is designed for investors seeking long-term capital appreciation through international small-cap equities, offering a diversified and professionally managed investment solution. The fund's investment strategy focuses on capturing the potential growth opportunities available in the international small-cap market segment while adhering to a disciplined investment approach.
What Products and Services Does DFISX Offer?
- Invests primarily in securities of international small-cap companies.
- Operates as a fund-of-funds, investing in underlying funds.
- Manages cash positions through affiliated and unaffiliated money market funds.
- Aims to provide long-term capital appreciation.
- Diversifies investments across numerous international markets and sectors.
- Seeks to capture growth opportunities in the international small-cap market segment.
How Does DFISX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Invests in underlying funds that focus on international small-cap equities.
- Manages liquidity through investments in money market instruments.
- Aims to outperform its benchmark index by strategically allocating assets.
What Industry Does DFISX Operate In?
The asset management industry is characterized by intense competition, with firms vying for investor capital through diverse investment strategies. DFISX operates within the international small-cap segment, which offers potential for high growth but also carries increased risk. Market trends such as globalization and the increasing demand for diversification drive growth in this sector. Competitors like CBTAX, DFAPX, DFEVX, DFFVX, and DFUSX offer alternative investment options in similar or related asset classes. DFISX differentiates itself through its specific focus on international small-cap equities and its fund-of-funds structure.
Who Are DFISX's Key Customers?
- Individual investors seeking international small-cap exposure.
- Institutional investors looking for diversified investment solutions.
- Financial advisors seeking to provide clients with access to international markets.
- Retirement plans and endowments seeking long-term capital appreciation.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -4.5%.
DFISX Financials
Bull Case vs Bear Case
Bull Case
- Diversified exposure to international small-cap equities.
- Fund-of-funds structure mitigates risk.
- Experienced management team.
- Disciplined investment approach.
Bear Case
- Reliance on underlying fund performance.
- Potential for higher expense ratios due to fund-of-funds structure.
- Vulnerability to international market volatility.
- Lack of dividend yield may deter some investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DFISX Latest News
No recent news available for DFISX.
DFISX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DFISX.
Price Targets
Wall Street price target analysis for DFISX.
DFISX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DFISX; grades run from A+ (80-100) to F (below 30).
DFISX Financials Stock FAQ
What are the main risks for DFISX?
The main risks for DFISX include global economic downturns, which can significantly impact international small-cap equities. Geopolitical risks and trade tensions can also negatively affect international markets, leading to decreased investment returns. Currency fluctuations pose another risk, as changes in exchange rates can erode the value of investments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information as of 2026-03-18.