DCIBX Mutual Fund

DCIBX Mutual Fund (DFA California Intermediate-Term Municipal Bond Portfolio) is managed by Dimensional with $378.1M in net assets. DCIBX expense ratio is 0.21%, holding 391 positions across sectors including Financials, Utilities, Industrials. Inception date: 2011-11-29.

DCIBX performance shows a YTD return of -2.79%. The 1-year return is -1.50% and the 5-year return is 0.86%. DCIBX dividend yield stands at 2.84%, paid monthly.

DCIBX top holdings include Los Angeles Unified School District/Ca 5 07/01/2044 (1.6%), State Of California 5 04/01/2029 (1.3%), University Calif Revs 5% May 15, 2040 (1.3%), San Francisco Bay Area Rapid Transit District 5 08/01/2029 (1.3%), California State Public Works Board 5 02/01/2028 (1.3%). Go to all DCIBX holdings, DCIBX sectors, or DCIBX dividends.

DCIBX can be compared against other funds. Use DCIBX overlap to find shared positions, or DCIBX vs another fund for a side-by-side view. DCIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.