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Lipper
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Zacks Investment Research
5
(Strong Sell)
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 33 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Dimensional Fund Advisors funds
Performance
The fund has returned 3.16 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -6.0% |
| 1 Year | 3.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return consisting of capital appreciation and current income. The Portfolio seeks to achieve its investment objective by generally investing in a universe of allowable commodity-linked derivative instruments and fixed income investment opportunities. The Portfolio may invest up to 25% of its total assets in Dimensional Cayman Commodity Fund I Ltd. The Portfolio's fixed income securities primarily will mature within five years from the date of settlement, and the Portfolio maintains an average portfolio duration of three years or less. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
DFA Commodity Strategy Portifolio Fund has an expense ratio of 0.35 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
