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Morningstar

DFA Investment Grade I DFAPX

Morningstar Analyst Rating
Quantitative rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 10.04  /  0.69 %
  • Total Assets 10.6 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.200%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.62%
  • Effective Duration 6.11 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DFAPX

Will DFAPX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFAPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFAPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DFAPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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DFA Investment Grade I's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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