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DFA Global Core Plus Real Return Instl DFAAX

Quantitative rating as of
  • NAV / 1-Day Return 9.27  /  0.11 %
  • Total Assets 245.1 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.290%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.06%
  • Effective Duration 7.23 years

Morningstar’s Analysis DFAAX

Will DFAAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



DFA Global Core Plus Real Return Instl's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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