DFAIX – DFA Short-Duration Real Return Instl Investment Strategy | Morningstar

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Strategy

The investment seeks inflation protection and maximizes total returns. The fund pursues its investment objective by investing in a combination of debt securities, including inflation-protected securities, and derivative instruments. It will maintain an average portfolio duration of three years or less. It is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DFAIX	DFA Short-Duration Real Return Portfolio Institutional Class	Institutional	Open			Nov 5, 2013	$2.41B	0.220%	Below Average	$0	$407.17M

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