DFA Intermediate Government Fixed Income Portfolio

Class Inst (DFIGX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
D (Sell)

#11 in Intermediate-Term Government

U.S. News evaluated 75 Intermediate Government 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 3.00 percent over the past year, 3.35 percent over the past three years, 4.23 percent over the past five years, and 5.04 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 3.0%
3 Years (Annualized) 3.3%
5 Years (Annualized) 4.2%
10 Years (Annualized) 5.0%

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Summary

The investment seeks current income consistent with the preservation of capital. The fund primarily invests in high quality, low-risk obligations of the U.S. government and its agencies with maturities of between five and fifteen years. It normally invests in non-callable obligations issued or guaranteed by the U.S. government and U.S. government agencies, AAA-rated, dollar-denominated obligations of foreign governments, obligations of supranational organizations, and futures contracts on U.S. Treasury securities.

Fees

Fees are Low compared to funds in the same category.
DFA Intermediate Government Fixed Income Portfolio has an expense ratio of 0.12 percent.

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Risk

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

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