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DFA Commodity Strategy Institutional (DCMSX)

4.6400 +0.0200 (+0.43%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 4.6200
  • YTD Return 3.08%
  • Expense Ratio 0.32%
  • Category Commodities Broad Basket
  • Last Cap Gain -33.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 1.18B
  • Beta (5Y Monthly) 1.01
  • Yield 2.53%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.00
  • Inception Date Nov 9, 2010

The Portfolio seeks to achieve its investment objective by generally investing in a universe of allowable commodity-linked derivative instruments and fixed income investment opportunities. It may invest up to 25% of its total assets in Dimensional Cayman Commodity Fund I Ltd.

Dimensional Fund Advisors

Fund Family

Commodities Broad Basket

Fund Category

1.18B

Net Assets

2010-11-09

Inception Date

Performance Overview: DCMSX

Trailing returns as of 4/24/2024. Category is Commodities Broad Basket.

YTD Return

DCMSX
3.08%
Category
22.37%
 

1-Year Return

DCMSX
1.33%
Category
48.08%
 

3-Year Return

DCMSX
7.85%
Category
3.58%
 

5-Year Return

DCMSX
5.85%
Category
3.25%
 

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Holdings: DCMSX

Sector Weightings

SectorDCMSX
Healthcare   98.53%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%

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