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DFA Targeted Credit Institutional (DTCPX)

9.47 -0.01 (-0.11%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 9.48
  • YTD Return 1.07%
  • Expense Ratio 0.20%
  • Category Short-Term Bond
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 905.53M
  • Beta (5Y Monthly) 0.40
  • Yield 3.20%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.30
  • Inception Date May 20, 2015

The fund seeks to maximize total returns from a universe of U.S. and foreign corporate debt securities that mature within five years from the date of settlement. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in debt securities.

Dimensional Fund Advisors

Fund Family

Short-Term Bond

Fund Category

905.53M

Net Assets

2015-05-20

Inception Date

Performance Overview: DTCPX

Trailing returns as of 4/25/2024. Category is Short-Term Bond.

YTD Return

DTCPX
1.07%
Category
0.44%
 

1-Year Return

DTCPX
5.55%
Category
2.65%
 

3-Year Return

DTCPX
0.26%
Category
3.38%
 

5-Year Return

DTCPX
1.06%
Category
2.40%
 

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