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DFA Five-Year Global Fixed-Income I DFGBX

Quantitative rating as of
  • NAV / 1-Day Return 9.91  /  0.00
  • Total Assets 9.9 Bil
  • Adj. Expense Ratio
    0.230%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Bond-USD Hedged
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.63%
  • Effective Duration 1.87 years

Morningstar’s Analysis DFGBX

Will DFGBX outperform in future?

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

Summary

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DFA Five-Year Global Fixed-Income I earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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