DFA Two-Year Global Fixed-Income I 1299 Ocean Ave Ste 650 11th FL Santa Monica CA 90401 Map
Phone: 888-5761167
| Category: | World Bond | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 3.84B | | Year-to-Date Return: | 2.02% | | Yield: | 4.51% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Feb-96 |
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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 total return consistent with preservation of capital. The fund invests at least 65% of assets in high-quality fixed-income obligations issued in at least three countries, including the United States. It may invest more than 25% of assets in debt issued by banks and bank holding companies, when the yield to maturity on these issues exceeds that of other eligible investments of similar quality for five consecutive days when the NYSE is open for trading. |
| Last Dividend
(9-Sep-09):
| 0.04 | | Last Cap Gain
(20-Dec-99):
| 0.00 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 183.91% |
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| Expense | DFGFX | Category Avg | | Total Expense Ratio: | 0.18%
| 1.12% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.36% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 58 | $540 | | 5 Yr Expense Projection*: |
$ 101 | $839 | | 10 Yr Expense Projection*: |
$ 230 | $1,698 |
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