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DFA LTIP Portfolio Institutional Class (DRXIX)

8.97
Net Asset Value
-1.10%
1 Day
-8.28%
Year-to-Date
Overall Morningstar Rating
Inflation-protected bond
Style or Category
No Load
Sales Expenses
3.43%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks to provide total return consistent with inflation protected long-term instruments. The fund seeks its investment objective by generally investing in a universe of long-term fixed income securities structured to provide protection against inflation. It may invest in inflation-protected securities issued by the U.S. government and its agencies and instrumentalities. The fund also may invest in inflation-protected securities of other investment grade issuers including foreign governments and U.S. and non-U.S. corporations.

Performance

1 month+3.54% 3 years-5.26%
3 months-4.12% 5 years--
1 year-5.56% Since inception-2.11%
Data through --

Peer Comparisonvs. Inflation-protected bond

 DRXIXCategory
Performance 5-yr return--+2.41%
Expense ratio3.43%0.80%
Risk 5 year sharpe ratio--0.51
Net assets$209.2K$1.6B
Average market cap--$11.1B
Average P/E--32.3
Portfolio turnover105%105%

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Fund Management and Purchase Info

Fund familyDimensional Fund Advisors
Fund manager & tenureDavid Plecha / 3 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income99.82%
Cash0.18%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 75.81%
-- 24.01%