| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 50 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
Performance
The fund has returned -1.50 percent over the past year, 7.01 percent over the past three years, and 5.93 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -3.9% |
| 1 Year | -1.5% |
| 3 Years (Annualized) | 7.0% |
| 5 Years (Annualized) | 5.9% |
| 10 Years (Annualized) | N/A |
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 0.13 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
