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DFA Short-Duration Real Return Instl (DFAIX)

10.71
0.00
(0.00%)
At close: 8:00:34 PM EDT
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  • Previous Close 10.71
  • YTD Return 2.39%
  • Expense Ratio 0.22%
  • Category Short-Term Bond
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 1.96B
  • Beta (5Y Monthly) 0.22
  • Yield 4.04%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.43
  • Inception Date Nov 5, 2013

The fund pursues its investment objective by investing in a combination of debt securities, including inflation-protected securities, and derivative instruments. It will maintain an average portfolio duration of three years or less. It is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.

Dimensional Fund Advisors

Fund Family

Short-Term Bond

Fund Category

1.96B

Net Assets

2013-11-05

Inception Date

More about DFA Short-Duration Real Return Instl

Performance Overview: DFAIX

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Trailing returns as of 5/13/2025. Category is Short-Term Bond.

YTD Return

DFAIX
2.39%
Category
0.44%
 

1-Year Return

DFAIX
6.13%
Category
2.65%
 

3-Year Return

DFAIX
4.11%
Category
3.38%
 

5-Year Return

DFAIX
4.42%
Category
2.40%
 

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Recent News: DFAIX

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Research Reports: DFAIX

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