DFA One-Year Fixed Income Portfolio Institutional Class

 (MUTF:DFIHX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.10%
   
4 week
   
-0.03%  
3 month   +0.33%
   
YTD   +0.23%
   
1 year   +0.69%
   
3 years*   +0.50%
   
5 years*   +0.51%
   
*annualized
Best 3 month return+2.46%  
Worst 3 month return-0.54%  

Morningstar statistics

Morningstar category: Ultrashort Bond
  Return Risk Rating
3 years Below Average Average
5 years Below Average Below Average
10 years Average Below Average
Overall Average Below Average

Key statistics

Total assets7.09B 
Front load-  
Deferred load-  
Expense ratio0.17%  
Management fee-  
Fund familyDimensional Fund Advisors 

Asset allocation

Cash18.74%  
Stocks0.00%  
Bonds73.20%  
Other8.06%  

Purchase information

Initial$0  
10.300.00(0.00%)
Mar 23, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks a stable real return in excess of the rate of inflation with a minimum of risk. The fund invests generally in a universe of high quality fixed income securities that typically mature in one year or less. It principally invests in certificates of deposit, commercial paper, bankers' acceptances, notes and bonds. In addition, the fund is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities. It may purchase or sell futures contracts and options on futures contracts, to adjust market exposure based on actual or expected cash inflows or outflows.
Fund filings (PDF) »
Asset managers:
David Plecha (Started: Dec 31, 1991)
Pamela Noble (Started: Feb 28, 2016)
Joseph Kolerich (Started: Feb 28, 2012)
Advisor Company:
Dimensional Fund Advisors LP
Fund family reports on Morningstar »
Dimensional Fund Advisors, 1299 Ocean Avenue, 11th Floor, Santa Monica CA 90401, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.31 0.12 0.26 0.48
Beta* 0.09 0.08 0.06 0.10
Mean annual return 0.07 0.04 0.04 0.12
R-squared* 57.07 41.52 34.09 30.49
Standard deviation 0.43 0.36 0.31 0.68
Sharpe ratio 0.95 0.86 1.26 1.42
* Against standard index

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