DFA Five-Year Global Fixed-Income I
1299 Ocean Ave Ste 650 11th FL Santa Monica CA 90401
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Phone: 888-5761167
| Category: | World Bond | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 3.22B | | Year-to-Date Return: | 4.53% | | Yield: | 2.03% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Nov-90 |
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David A. Plecha
Lead Manager since
31-Dec-91 | | | 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 a market rate of return for a fixed-income portfolio with low relative volatility of returns. The portfolio seeks to maximize risk-adjusted total returns from a universe of U.S. and foreign debt securities maturing in five years or less. These debt securities may include U.S. government securities, high quality U.S. corporate securities and currency-hedged fixed income instruments of foreign governments, foreign corporations and supranational organizations. |
| Last Dividend
(9-Sep-09):
| 0.08 | | Last Cap Gain
(22-Dec-03):
| 0.42 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 183.91% |
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| Expense | DFGBX | Category
Avg | | Total Expense Ratio: | 0.28%
| 1.12% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.36% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 90 | $540 | | 5 Yr Expense Projection*: |
$ 157 | $839 | | 10 Yr Expense Projection*: |
$ 356 | $1,698 |
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