DFA LTIP Portfolio Institutional Class (DRXIX)

9.29
Net Asset Value
-1.80%
1 Day
-5.01%
Year-to-Date
Overall Morningstar Rating
Inflation-protected bond
Style or Category
No Load
Sales Expenses
3.50%
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-3.57% 3 years-0.60%
3 months-6.61% 5 years--
1 year+4.61% Since inception+0.57%
Data through --

Peer Comparisonvs. Inflation-protected bond

 DRXIXCategory
Performance 5-yr return--+3.23%
Expense ratio3.50%0.82%
Risk 5 year sharpe ratio--0.66
Net assets$228.7K$1.6B
Average market cap--$12.3B
Average P/E--35.6
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 income99.79%
Cash0.21%
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
-- 75.02%
-- 24.77%

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