DFTEX Mutual Fund

DFTEX Mutual Fund (DFA Intermediate Term Extended Quality Portfolio) is managed by Dimensional with $1.79B in net assets. DFTEX expense ratio is 0.20%, holding 676 positions across sectors including Financials, Energy, Utilities. Inception date: 2010-07-20.

DFTEX performance shows a YTD return of -2.67%. The 1-year return is -1.95% and the 5-year return is 0.09%. DFTEX dividend yield stands at 5.23%, paid monthly.

DFTEX top holdings include NEW ZEALAND 4.5% 05/15/30/NZD/ (2.7%), Dfa Short Term Investment Fund (2.6%), The Dfa Investment Trust Company (2.6%), Province Of Ontario, 1.35% Dec. 02 30 (1.3%), Province Of Alberta 2.05% 06-01-2030 (1.0%). Go to all DFTEX holdings, DFTEX sectors, or DFTEX dividends.

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