Morningstar

DFA Two-Year Fixed Income Portfolio Institutional Class DFCFX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $9.61  /  +0.21 %
  • Fund Size $135.4M
  • Adjusted Expense Ratio 0.210%
  • Net Expense Ratio 0.210%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Ultrashort Bond
  • Fixed-Income Style Box (Funds) High/Limited
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.78%
  • Average Effective Duration 1.31 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis DFCFX

Will DFCFX 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 DFCFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFCFX 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 DFCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA Two-Year Fixed Income Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings DFCFX

More DFCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.75%

5.12 7M
Government

Merck & Co., Inc 4.3%

2.92 4M
Corporate

NVIDIA Corp. 4.25%

2.90 4M
Corporate

United States Treasury Notes 1.25%

2.87 4M
Government

Quebec (Province Of) 3.625%

2.84 4M
Government

Amazon.com, Inc. 4.23153%

2.72 4M
Corporate

United States Treasury Notes 3.5%

2.61 3M
Government

United States Treasury Notes 1.25%

2.39 3M
Government

European Investment Bank 3.25%

2.27 3M
Government

Alberta (Province Of) 3.3%

2.22 3M
Government

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