Dimensional Retirement Fixed Income Fund II

Class Inst (DRFIX)

U.S. News evaluated 54 Inflation-Protected Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 4.34 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 5.6%
1 Year 4.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return consistent with inflation protected instruments. The fund is a "fund of funds." It generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities. The Retirement Fixed Income Portfolio II typically allocates its investments among the underlying funds in the following manner: 75% to 95% in the DFA Inflation-Protected Securities Portfolio, 0% to 25% in the DFA One-Year Fixed Income Portfolio, and 0% to 25% in the Dimensional Retirement Fixed Income Fund III.

Fees

Fees are Low compared to funds in the same category.
Dimensional Retirement Fixed Income Fund II has an expense ratio of 0.40 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Inflation-Protected Bond Funds