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Dec 14: 10.01   0.00 (0.00%)  

LWAS/DFA Two-Year Fixed Income Portfolio (DFCFX)

LWAS DFA TWO YEAR FIXED INCOME

Net Asset Value:10.01
Trade Time:Dec 14
Change: 0.00 (0.00%)
Prev Close:10.01
YTD Return*:2.76%
Net Assets*:77.84M
Yield*:2.27%

* As of 30-Nov-09

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LWAS/DFA Two-Year Fixed Income Portfolio (DFCFX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:77.84M
Category:Short-Term Bond
Total Expense Ratio:%
Fund Profile | Holdings

Performance & Risk

YTD Return:2.76%
5y Avg Return:3.66%
Rank in Category (ytd):397
% Rank in Category (ytd):94.98%
Beta (3y):0.13
Morningstar Risk Rating:Low
Performance Details | Risk Details

Fund Summary

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. . View More
Fund Profile

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