DFA Inflation-Protected Securities Portfolio

Class Inst (DIPSX)
Scorecard
4 / 5 Stars
Lipper
5 5 1 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
---
TheStreet.com
E+ (Sell)

U.S. News evaluated 52 Inflation-Protected Bond 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

See full Inflation-Protected Bond rankings

See more fund rankings

Performance

The fund has returned -6.30 percent over the past year, 4.28 percent over the past three years, and 6.60 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.7%
1 Year -6.3%
3 Years (Annualized) 4.3%
5 Years (Annualized) 6.6%
10 Years (Annualized) N/A

See more DIPSX performance

Summary

The investment seeks to provide inflation protection and earn current income consistent with inflation-protected securities. The fund seeks its investment objective by investing in a universe of inflation-protected securities that are structured to provide returns that at least keep up with the rate of inflation over the long-term. It ordinarily invests in inflation-protected securities issued by the U.S. government and its agencies and instrumentalities and the credit quality such inflation-protected securities will be that of such applicable U.S. government, agency or instrumentality issuer.

Fees

Fees are Low compared to funds in the same category.
DFA Inflation-Protected Securities Portfolio has an expense ratio of 0.12 percent.

See more DIPSX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more DIPSX risk