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LWAS/DFA Two-Year Government Ins (DFYGX)

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LWAS/DFA Two-Year Government Ins

Dimensional Investment Group Inc6300 Bee Cave Road,Building OneAustin TX 78746
Management Information
David A. Plecha,Lead Manager since March 29, 2005
Mr. Plecha is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP and a member of the Investment Committee. Mr. Plecha received his BS from the University of Michigan at Ann Arbor in 1983 and his MBA from the University of California at Los Angeles in 1987. Mr. Plecha has been a portfolio manager since 1989 and responsible for the fixed income portfolios since the end of 1991.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryShort Government
Fund FamilyDimensional Fund Advisors
Net Assets110.2M
YTD Return0.30%
Morningstar Rating★★★
Inception DateJun 5, 1996

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover118.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDFYGXCategory Average
Annual Report Expense Ratio (net)0.28%0.76%
Prospectus Net Expense Ratio0.20%N/A
Prospectus Gross Expense Ratio0.20%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.52%
Max Deferred Sales LoadN/A1.70%
3 Yr Expense Projection64N/A
5 Yr Expense Projection113N/A
10 Yr Expense Projection255N/A