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DFA CA Intermediate-Term Muni Bd I (DCIBX)

10.21
0.00
(0.00%)
At close: May 9 at 8:04:11 PM EDT
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  • Previous Close 10.21
  • YTD Return -0.48%
  • Expense Ratio 0.21%
  • Category Muni California Intermediate
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 433.77M
  • Beta (5Y Monthly) 0.59
  • Yield 2.18%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.07
  • Inception Date Nov 29, 2011

The fund normally invests in a universe of municipal securities issued by or on behalf of California state or local governments and their agencies, instrumentalities and regional governmental authorities, the interest on which is exempt from regular federal income tax and the state personal income tax of California. It maintains a dollar-weighted average portfolio maturity of more than three years but less than ten years.

Dimensional Fund Advisors

Fund Family

Muni California Intermediate

Fund Category

433.77M

Net Assets

2011-11-29

Inception Date

Performance Overview: DCIBX

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Trailing returns as of 5/9/2025. Category is Muni California Intermediate.

YTD Return

DCIBX
0.48%
Category
0.87%
 

1-Year Return

DCIBX
1.78%
Category
3.74%
 

3-Year Return

DCIBX
2.00%
Category
3.73%
 

5-Year Return

DCIBX
0.69%
Category
2.27%
 

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