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DFA Investment Grade I DFAPX

Quantitative rating as of
NAV / 1-Day Return
9.92  /  0.50 %
Total Assets
10.4 Bil
Adj. Expense Ratio
0.220%
Expense Ratio
0.200%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
0
Status
Open
TTM Yield
2.44%
Effective Duration

Morningstar’s Analysis DFAPX

Will DFAPX outperform in future?

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

Summary

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DFA Investment Grade I's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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