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Morningstar

DFA LTIP Institutional DRXIX

Morningstar Analyst Rating
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

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

Morningstar’s Analysis DRXIX

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

People Pillar

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

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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