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Morningstar

DFA Two-Year Global Fixed-Income I DFGFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.56  /  0.00
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.170%
  • 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 1.17%
  • Effective Duration 1.28 years

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DFGFX

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

People Pillar

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

Summary

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Strength in DFA Two-Year Global Fixed-Income I’s Parent Pillar and People Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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