LWAS/DFA Two-Year Fixed Income Portfolio
6300 Bee Cave Road,Building One
Map
Phone: 310-633-7885
| Category: | Short-Term Bond | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 77.84M | | Year-to-Date Return: | 2.76% | | Yield: | 2.27% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jun-96 |
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David A. Plecha
Lead Manager since
30-Mar-06 | | | 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. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return along with capital preservation. The fund normally invests at least 80% of net assets in fixed-income securities that mature within two years from the date of settlement. It principally invests in certificates of deposit, commercial paper, bankers? acceptances, notes and bonds. The fund invests up to 25% of total assets in obligations of U.S. and/or foreign banks and bank holding companies (banking industry securities). It may invest in futures contracts and options on futures contracts. . |
| Last Dividend
(9-Dec-09):
| 0.04 | | Last Cap Gain
(22-Dec-03):
| 0.21 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 114.02% |
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| Expense | DFCFX | Category
Avg | | Total Expense Ratio: | %
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.62% | | Max Deferred Sales Load: | %
| 2.12% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $406 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $646 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,332 |
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0.19% Nasdaq 
0.28%
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