DFTIX Mutual Fund
DFTIX Mutual Fund
DFTIX Mutual Fund
DFA Intermediate Term Municipal Bond Portfolio Institutional Class
DFTIX Mutual Fund Overview
DFTIX Mutual Fund (DFA Intermediate Term Municipal Bond Portfolio Institutional Class) is managed by Dimensional with $1.24B in net assets. DFTIX expense ratio is 0.19%, holding 726 positions across sectors including Financials, Utilities, Industrials. Inception date: 2012-03-01.
DFTIX performance shows a YTD return of -2.54%. The 1-year return is -1.25% and the 5-year return is 1.09%. DFTIX dividend yield stands at 3.00%, paid monthly.
DFTIX top holdings include Massachusetts-C-Ref 01/08/2040 (1.0%), Ally Financial Inc., Senior, Unsecured, Notes, Callable, 6.848% Jan 3, 2030 (0.9%), Go Bonds Series 2017a (0.9%), Nashville (City Of) & Davidson (County Of), Tn Metropolitan Government, Series 2018, Go Bonds (0.8%), State of Hawaii (0.8%). Go to all DFTIX holdings, DFTIX sectors, or DFTIX dividends.
DFTIX can be compared against other funds. Use DFTIX overlap to find shared positions, or DFTIX vs another fund for a side-by-side view. DFTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.