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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
    0.290%
  • 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.

Summary

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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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