| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#7 in Short-Term Bond
U.S. News evaluated 110 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Dimensional Fund Advisors funds
Performance
The fund has returned 2.06 percent over the past year, and 3.11 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 0.2% |
| 1 Year | 2.1% |
| 3 Years (Annualized) | 3.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
