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A Bronze-Rated Global Bond Fund

DFA Five-Year Global Fixed Income features low fees, savvy trading expertise, and a conservative portfolio.


Phillip Yoo: Bronze-rated Dimensional Fund Advisors Five-Year Global Fixed Income invests in high-quality, global bonds with less than five years until maturity.

The fund dynamically shifts its investments across global markets and yield curves in pursuit of the highest risk-adjusted return opportunities. The strategy focuses on highly rated, short-term bonds across the globe spanning 18 developed markets and 12 currencies. All currency exposure is fully hedged to the U.S. dollar. The process is augmented by its flexible trading approach that is designed to reduce transaction costs.

Phillip Yoo does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.