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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 92 World Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 2.23 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -0.3% |
| 1 Year | 2.2% |
| 3 Years (Annualized) | N/A |
| 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 its investment objective by investing in a universe of obligations issued primarily by non-U.S. government issuers and supranational organizations and their agencies having investment grade credit ratings at the time of purchase. It ordinarily will have an average weighted maturity, based upon market values, of between three and ten years. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
DFA World ex U.S. Government Fixed Income Portfolio has an expense ratio of 0.20 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
