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DFA Selectively Hedged Global F/I I DFSHX

Quantitative rating as of
  • NAV / 1-Day Return 9.05  /  0.00
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.04%
  • Effective Duration 2.33 years

Morningstar’s Analysis DFSHX

Will DFSHX outperform in future?

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

Summary

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DFA Selectively Hedged Global F/I I’s parent firm and notable investment philosophy are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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