Morningstar

Dimensional Global Core Plus Fixed Income ETF DFGP

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFGP

Will DFGP outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFGP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFGP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFGP’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dimensional Global Core Pls Fxd Inc ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DFGP

More DFGP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 6%

2.14 81M
Securitized

Federal National Mortgage Association 2.5%

1.84 70M
Securitized

Government National Mortgage Association 6%

1.36 51M
Securitized

Japan (Government Of) 0.4%

1.26 48M
Government

Federal National Mortgage Association 2%

1.08 41M
Securitized

Federal National Mortgage Association 6.5%

1.03 39M
Securitized

Quebec (Province Of) 4.45%

0.86 32M
Government

Japan (Government Of) 2.5%

0.84 32M
Government

New Zealand (Government Of) 2%

0.84 32M
Government

Citibank, N.A. 5.57%

0.82 31M
Corporate

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