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Morningstar

DFA Short-Term Government I DFFGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.80  /  0.00
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.200%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Short Government
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.85%
  • Effective Duration 0.97 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DFFGX

Will DFFGX 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 DFFGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFFGX 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 DFFGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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

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