DFA Five Year Global Fixed Income Portfolio

Class Inst (DFGBX)
Scorecard
2 / 5 Stars
Lipper
2 1 5 5 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

#19 in World Bond

U.S. News evaluated 98 World 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 2.82 percent over the past year, 2.67 percent over the past three years, 3.75 percent over the past five years, and 3.85 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.0%
1 Year 2.8%
3 Years (Annualized) 2.7%
5 Years (Annualized) 3.7%
10 Years (Annualized) 3.8%

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Summary

The investment seeks a market rate of return for a fixed income portfolio with low relative volatility of returns. The fund generally invests in a universe of U.S. and foreign debt securities maturing in five years or less. It primarily invests in obligations issued or guaranteed by the U.S. and foreign governments, their agencies and instrumentalities, corporate debt obligations, bank obligations, commercial paper, repurchase agreements, obligations of other domestic and foreign issuers, securities of domestic or foreign issuers denominated in U.S. dollars but not trading in the United States, and obligations of supranational organizations.

Fees

Fees are Low compared to funds in the same category.
DFA Five Year Global Fixed Income Portfolio has an expense ratio of 0.28 percent.

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Risk

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

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Fund Opinions

The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.

Value Line 2014-06-11

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year, 4 for five years, and 4 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-06-11

The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.

Value Line 2014-06-11