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LWAS/DFA Two-Year Government Portfolio (DFYGX)

9.90 Up 0.01(0.10%) Jul 31

Profile as of Jun 29, 2014Get Profile for:
LWAS/DFA Two-Year Government Portfolio
Dimensional Investment Group Inc6300 Bee Cave Road,Building One
Map
Phone: 800-366-7266
Fund Overview 
Category:Short Government
Fund Family:Dimensional Fund Advisors
Net Assets:145.62M
Year-to-Date Return:0.22%
Yield:0.04%
Morningstar Rating:2 stars
Fund Inception Date:Jun 6, 1996
Morningstar Style Box 
Short Government
[View Category Definition]
View Top Short Government Funds
About the Morningstar Style Box
Management Information 
David A. Plecha
Lead Manager since Mar 30, 2006
Plecha joined Dimensional Fund Advisors as a vice president and portfolio manager in 1989. He is also currently a member of the company's investment committee. Previously, he spent two years as an assistant vice president with Leland O'Brien Rubenstein Associates and one year as an investment analyst with Hughes Investment Management Company.
Investment Information 
Min Initial Investment:0
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
DFYGX can be purchased from 16 brokerages.

Fund Summary 
The investment seeks to maximize total returns available from the universe of debt obligations of the U.S. government and U.S. government agencies consistent with the preservation of capital. The fund will invest at least 80% of its net assets in government securities that mature within two years from the date of settlement. It may invest in futures contracts and options on futures contracts.

Fund Operations 
Last Dividend (Jun 8, 2014) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 28, 2014) : 160.00%
Average for Category:122.69%
Fees & Expenses 
ExpenseDFYGXCategory Avg
Annual Report Expense Ratio (net):0.28%0.85%
Prospectus Net Expense Ratio:0.28%N/A
Prospectus Gross Expense Ratio:0.28%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A2.53%
Max Deferred Sales Load: N/A2.05%
3 Yr Expense Projection*:90352
5 Yr Expense Projection*:157562
10 Yr Expense Projection*:3561,154
* Per $10,000 invested