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DFA Investment Grade I DFAPX

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

Morningstar’s Analysis DFAPX

Will DFAPX outperform in future?

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

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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