DFA Short-Term Extended Quality Portfolio

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

#13 in Short-Term Bond

U.S. News evaluated 122 Short-Term Bond 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 1.07 percent over the past year, and 2.46 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 1.1%
3 Years (Annualized) 2.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
DFA Short-Term Extended Quality Portfolio has an expense ratio of 0.22 percent.

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Risk

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

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