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Morningstar

DFA Intermediate Govt Fixed-Income I DFIGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.16  /  0.09 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    0.110%
  • Expense Ratio 0.120%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.78%
  • Effective Duration 5.93 years

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DFIGX

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

People Pillar

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

Summary

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DFA Intermediate Govt Fixed-Income I’s parent firm and notable investment philosophy are the foundation for this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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