DFAIX Mutual Fund

DFAIX Mutual Fund (DFA Short-Duration Real Return Portfolio Inst Cl) is managed by Dimensional with $2.44B in net assets. DFAIX expense ratio is 0.22%, holding 801 positions across sectors including Financials, Information Technology, Real Estate. Inception date: 2013-11-05.

DFAIX performance shows a YTD return of 1.62%. The 1-year return is 2.49% and the 5-year return is 3.57%. DFAIX dividend yield stands at 4.58%, paid annually.

DFAIX top holdings include NEW ZEALAND 4.5% 05/15/30/NZD/ (2.5%), The Dfa Investment Trust Company (2.0%), Dfa Short Term Investment Fund (2.0%), Us Treasury N/B 3.38% 02/29/2028 3.38 (1.9%), Amazon.Com Inc Sr Unsecured 03/31 4.25 (1.1%). Go to all DFAIX holdings, DFAIX sectors, or DFAIX dividends.

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