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Morningstar

DFA Two-Year Fixed Income Institutional DFCFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.51  /  0.11 %
  • Total Assets 135.8 Mil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 1.32%
  • Effective Duration 1.16 years

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis DFCFX

Will DFCFX outperform in 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.

Summary

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DFA Two-Year Fixed Income Institutional's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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