DFA LTIP Portfolio Institutional Class (DRXIX)

9.08
Net Asset Value
0.00%
1 Day
-6.39%
Year-to-Date
Overall Morningstar Rating
Inflation-protected bond
Style or Category
No Load
Sales Expenses
0.21%
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-5.02% 3 years+1.00%
3 months-2.58% 5 years-0.67%
1 year+1.92% Since inception+1.25%
Data through --

Peer Comparisonvs. Inflation-protected bond

 DRXIXCategory
Performance 5-yr return-0.67%-0.18%
Expense ratio0.21%0.70%
Risk 5 year sharpe ratio0.02-0.12
Net assets$155.4M$1.9B
Average market cap----
Average P/E----
Portfolio turnover2%2%

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Fund Management and Purchase Info

Fund familyDimensional Fund Advisors
Fund manager & tenureDavid Plecha / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income99.38%
Cash0.62%
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
-- 32.12%
-- 31.18%
-- 18.58%
-- 17.49%