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Morningstar

DFA CA Short-Term Municipal Bond I DFCMX

Morningstar Analyst Rating
Quantitative rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 10.15  /  0.00
  • Total Assets 904.7 Mil
  • Adj. Expense Ratio
    0.190%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Muni Single State Short
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.83%
  • Effective Duration —

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DFCMX

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

People Pillar

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

Summary

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DFA CA Short-Term Municipal Bond I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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