DFA LTIP Institutional's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 7.28 / 0.69 %
- Total Assets 352.0 Mil
Adj. Expense Ratio
- Expense Ratio 0.130%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Inflation-Protected Bond
- Credit Quality / Interest Rate Sensitivity High / Extensive
- Min. Initial Investment 0
- Status Open
- TTM Yield 11.00%
- Effective Duration 26.24 years
Morningstar’s Analysis DRXIX
Will DRXIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.