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DFA CA Municipal Real Return Instl (DCARX)

10.71
0.00
(0.00%)
At close: 8:00:31 PM EDT
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  • Previous Close 10.71
  • YTD Return 1.51%
  • Expense Ratio 0.26%
  • Category Muni California Intermediate
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 347.21M
  • Beta (5Y Monthly) 0.34
  • Yield 2.52%
  • 5y Average Return --
  • Holdings Turnover 87.00%
  • Last Dividend 0.10
  • Inception Date Nov 1, 2017

The fund seeks to achieve its investment objective by investing primarily in a universe of municipal securities, including inflation-protected municipal securities, issued by or on behalf of California state or local governments and their agencies, instrumentalities, and regional governmental authorities, and in derivative instruments to provide inflation protection.

Dimensional Fund Advisors

Fund Family

Muni California Intermediate

Fund Category

347.21M

Net Assets

2017-11-01

Inception Date

Performance Overview: DCARX

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Trailing returns as of 5/13/2025. Category is Muni California Intermediate.

YTD Return

DCARX
1.51%
Category
0.87%
 

1-Year Return

DCARX
3.58%
Category
3.74%
 

3-Year Return

DCARX
2.47%
Category
3.73%
 

5-Year Return

DCARX
4.03%
Category
2.27%
 

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