3 / 5 Stars
4 4 5 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#16 in Short-Term Bond
U.S. News evaluated 128 Short-Term Bond 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 2.42 percent over the past year, 2.09 percent over the past three years, and 3.52 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.4%|
|3 Years (Annualized)||2.1%|
|5 Years (Annualized)||3.5%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total returns from the universe of debt securities in which the Portfolio invests. The fund seeks to maximize total returns from a universe of U.S. and foreign corporate debt securities with an investment grade credit rating. It primarily invests in securities that mature within five years from the date of settlement and maintains an average portfolio maturity and an average portfolio duration of three years or less.
Fees are Low compared to funds in the same category.
DFA Short-Term Extended Quality Portfolio has an expense ratio of 0.22 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.