DFA One-Year Fixed-Income I
1299 Ocean Ave Ste 650 11th FL Santa Monica CA 90401
Map
Phone: 888-5761167
| Category: | Ultrashort Bond | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 4.27B | | Year-to-Date Return: | 2.00% | | Yield: | 2.15% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Jul-83 |
|
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 |
|
| |
| The investment seeks a stable real value of capital with a minimum of risk. The fund invests in high-quality debt obligations with maturities no longer than two years from the date of purchase. It invests principally in certificates of deposit, commercial paper, bankers' acceptances, and bonds issued by both domestic and foreign entities, but denominated in U.S. dollars. The average-weighted maturity may not exceed one year. |
| Last Dividend
(10-Nov-09):
| 0.01 | | Last Cap Gain
(8-Dec-98):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 115.99% |
|
| Expense | DFIHX | Category
Avg | | Total Expense Ratio: | 0.18%
| 0.76% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 1.99% | | Max Deferred Sales Load: | %
| 2.03% | | 3 Yr Expense Projection*: |
$ 58 | $335 | | 5 Yr Expense Projection*: |
$ 101 | $550 | | 10 Yr Expense Projection*: |
$ 230 | $1,155 |
|
|
0.34% Nasdaq 0.00%
Profile
