DFA Short Term Municipal Bond Portfolio

Class Inst (DFSMX)
Scorecard
2 / 5 Stars
Lipper
2 2 5 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

Fund Fees

Updated 04.30.2014

Maximum Sales Fees %
Initial
Deferred

Updated 04.30.2014

Maximum Fees %
Administrative 0.0058
Management 0.2
Redemption

Updated 04.30.2014

Actual Fees %
12b-1
Management 0.2
Net Expense Ratio: Annual Report 0.22
Net Expense Ratio: Prospectus 0.23

Updated 07.03.2014

Total Cost Projections
3-Year $74.00
5-Year $130.00
10-Year $293.00

Purchase Information

Updated 02.28.2014

Minimum Investments
Initial $0.00
Additional
Initial IRA
Additional IRA
Initial AIP
Additional AIP