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Dfa Five-year Global Fixed Income Portfolio Institutional Class (DFGBX)

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10.13 -0.00    0.00%
01/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 9.36B
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Bond
DFA Five-Year Global Fixed-Income I 10.13 -0.00 0.00%

DFGBX Overview

 
On this page you'll find an in-depth profile of Dfa Five-year Global Fixed Income Portfolio Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DFGBX among other information.
Category

World Bond-USD Hedged

Total Assets

9.36B

Expenses

0.21%

Inception Date

Nov 06, 1990

Investment Strategy

The investment seeks a market rate of return for a fixed income portfolio with low relative volatility of returns. The fund invests in a universe of U.S. and foreign debt securities maturing in five years or less from the date of settlement. It primarily invests in obligations issued or guaranteed by the U.S. and foreign governments, their agencies and instrumentalities, corporate debt obligations, bank obligations, commercial paper, repurchase agreements, money market funds, securities of domestic or foreign issuers denominated in U.S. dollars but not trading in the United States, and obligations of supranational organizations.

Contact Information

Address 1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States
Phone +1 512 3067400

Top Executives

Name Title Since Until
Travis A. Meldau Portfolio Manager 2020 Now
Biography Mr. Meldau is a Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Meldau holds an MBA from Wake Forest University, and a BSBA from Appalachian State University. Mr. Meldau joined Dimensional in 2011, has been a portfolio manager since 2011.
Joseph F. Kolerich Senior Portfolio Manager 2012 Now
Biography Joseph Kolerich is Head of Fixed Income, Americas, Senior Portfolio Manager and Vice President of Dimensional and a member of the Investment Committee. Mr. Kolerich has an MBA from the University of Chicago Booth School of Business and a BS from Northern Illinois University. Mr. Kolerich joined DFA as a portfolio manager in 2001 and has been responsible for the fixed income portfolios since 2012.
David A. Plecha Senior Portfolio Manager 1990 Now
Biography David Plecha is Dimensional’s Global Head of Fixed Income. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave received his Chartered Financial Analyst® designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner for Texas Instruments.
Stephen A. Clark Vice President 2010 2012
Biography Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University.
Judith A. Jonas Portfolio Manager 1992 2002
Biography Jonas joined Dimensional Fund Advisors as a portfolio manager in 1992. Previously, she spent seven years as a vice president with Wells Fargo Bank and one year as a legislative analyst with Stroock & Stroock & Lavan.
Jeanne C. Sinquefield executive Vice President, Portfolio Manager, Member 1990 2002
Biography Sinquefield is an executive vice president and portfolio manager with Dimensional Fund Advisors and is a member of the company's investment policy committee. Previously, she worked at the Chicago Board of Trade, the Ford Foundation, the U.S. Congress, and the University of Chicago.
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