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DFA LTIP Institutional DRXIX

Quantitative rating as of
  • NAV / 1-Day Return 7.28  /  0.69 %
  • Total Assets 352.0 Mil
  • Adj. Expense Ratio
    0.130%
  • 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.

Summary

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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.

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