4 / 5 Stars
4 3 5 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 in Short-Term Government
U.S. News evaluated 49 Short Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 1.39 percent over the past year, 1.25 percent over the past three years, 2.25 percent over the past five years, and 3.27 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.8%|
|3 Years (Annualized)||1.3%|
|5 Years (Annualized)||2.3%|
|10 Years (Annualized)||3.3%|
The investment seeks to maximize total return. The fund seeks to maximize risk-adjusted total returns from a universe of obligations of the U.S. government and its agencies maturing in five years or less. The credit quality of the securities purchased by the Portfolio will be that of the U.S. government or its agencies. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in government securities that mature within five years from the date of settlement. It is the policy of the Portfolio that the maximum length of maturity of investments will not exceed five years from the date of settlement.
Fees are Low compared to funds in the same category.
DFA Short-Term Government Portfolio has an expense ratio of 0.19 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.