DFA Two Year Global Fixed Income Portfolio

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

#20 in World Bond

U.S. News evaluated 97 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 0.46 percent over the past year, 0.76 percent over the past three years, 1.24 percent over the past five years, and 2.18 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 0.5%
3 Years (Annualized) 0.8%
5 Years (Annualized) 1.2%
10 Years (Annualized) 2.2%

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Summary

The investment seeks to maximize total returns consistent with preservation of capital. The fund invests at least 80% of its net assets in fixed income securities that mature within two years from the date of settlement. It 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. The fund may use derivatives.

Fees

Fees are Low compared to funds in the same category.
DFA Two Year Global Fixed Income Portfolio has an expense ratio of 0.18 percent.

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Risk

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

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