DFA LTIP Portfolio Institutional Class (DRXIX)

9.53
Net Asset Value
+0.42%
1 Day
-2.56%
Year-to-Date
Overall Morningstar Rating
Inflation-protected bond
Style or Category
No Load
Sales Expenses
2.90%
Expense Ratio
--
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-3.35% 3 years--
3 months+0.12% 5 years--
1 year+11.07% Since inception+2.45%
Data through --

Peer Comparisonvs. Inflation-protected bond

 DRXIXCategory
Performance 5-yr return--+3.19%
Expense ratio2.90%0.82%
Risk 5 year sharpe ratio--0.68
Net assets$241.0K$1.6B
Average market cap--$12.4B
Average P/E--42.2
Portfolio turnover105%105%

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Fund Management and Purchase Info

Fund familyDimensional Fund Advisors
Fund manager & tenureDavid Plecha / 2 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income99.42%
Cash0.58%
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
-- 74.68%
-- 24.75%

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