Dimensional Retirement Fixed Income Fund III

Class Inst (DRXIX)

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 -16.95 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 8.1%
1 Year -17.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more DRXIX performance

Summary

The investment seeks to provide total return consistent with inflation protected long-term instruments. The fund seeks its investment objective by generally investing in a universe of long-term fixed income securities structured to provide protection against inflation. It may invest in inflation-protected securities issued by the U.S. government and its agencies and instrumentalities. The fund also may invest in inflation-protected securities of other investment grade issuers including foreign governments and U.S. and non-U.S. corporations.

Fees

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

See more DRXIX fees

Risk

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

See more DRXIX risk