4 / 5 Stars
4 4 1 5 4
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 36 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.66 percent over the past year, and -3.56 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.4%|
|3 Years (Annualized)||-3.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
DFA Commodity Strategy Portifolio Fund has an expense ratio of 0.34 percent.
Risk is Average compared to funds in the same category according to Morningstar.