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DFA Short-Term Extended Quality I DFEQX

Quantitative rating as of
  • NAV / 1-Day Return 10.19  /  0.00
  • Total Assets 6.2 Bil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.190%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.78%
  • Effective Duration 2.28 years

Morningstar’s Analysis DFEQX

Will DFEQX outperform in future?

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

Summary

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DFA Short-Term Extended Quality I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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