DFA LTIP Portfolio Institutional Class (DRXIX)

9.40
Net Asset Value
0.00%
1 Day
-3.09%
Year-to-Date
Overall Morningstar Rating
Inflation-protected bond
Style or Category
No Load
Sales Expenses
0.14%
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+2.51% 3 years+4.33%
3 months+2.29% 5 years+2.60%
1 year+4.56% Since inception+0.86%
Data through --

Peer Comparisonvs. Inflation-protected bond

 DRXIXCategory
Performance 5-yr return+2.60%-0.22%
Expense ratio0.14%0.69%
Risk 5 year sharpe ratio0.140.01
Net assets$177.2M$2.0B
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 / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Fixed income99.43%
Cash0.57%
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
-- 31.24%
-- 31.06%
-- 13.84%
-- 12.78%
-- 10.52%