DFIGX - DFA Intermediate Government Fixed Income Portfolio

Nasdaq - Nasdaq Delayed Price. Currency in USD

DFA Intermediate Government Fixed Income Portfolio

Santa Monica CA 90401

1299 Ocean Ave Ste 650 11th FL

DFA Investment Dimensions Group Inc

Management Information
Joseph F. Kolerich,Lead Manager since February 27, 2012
Joseph Kolerich is Head of Fixed Income, Americas, Senior Portfolio Manager and Vice President of Dimensional and a member of the Investment Committee. Mr. Kolerich has an MBA from the University of Chicago Booth School of Business and a BS from Northern Illinois University. Mr. Kolerich joined DFA as a portfolio manager in 2001 and has been responsible for the fixed income portfolios since 2012.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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

CategoryIntermediate Government
Fund FamilyDimensional Fund Advisors
Net Assets5.06B
YTD Return2.53%
Morningstar Rating★★★
Inception DateOct 18, 1990

Fund Operations

Last Dividend0.05
Last Cap Gain-18.00
Holdings Turnover22.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDFIGXCategory Average
Annual Report Expense Ratio (net)0.11%0.72%
Prospectus Net Expense Ratio0.11%N/A
Prospectus Gross Expense Ratio0.11%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.53%
Max Deferred Sales LoadN/A1.36%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A