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Dfa Short-duration Real Return Portfolio Institutional Class (DFAIX)

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10.58 0.00 0%

31/05 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 1.89B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Bond

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DFAIX Overview

On this page you'll find an in-depth profile of Dfa Short-duration Real Return Portfolio Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DFAIX among other information.

Investment Strategy

The investment seeks inflation protection and maximizes total returns. The fund pursues its investment objective by investing in a combination of debt securities, including inflation-protected securities, and derivative instruments. It will maintain an average portfolio duration of three years or less. It is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.

Contact Information

Address 1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States

Phone +1 512 3067400

Web www.dimensional.com

Top Executives

Name	Title	Since	Until
Lovell D. Shao	Vice President	2019	Now
Biography	Mr. Shao is a Vice President and Senior Portfolio Manager of Dimensional Fund Advisors LP . Mr. Shao holds an MA from the University of California at Los Angeles and a BS from Columbia University. Mr. Shao joined Dimensional Fund in 2006, has been a portfolio manager since 2011, and has been responsible for the DFA Intermediate-Term Extended Quality Portfolio, DFA Global Core Plus Fixed Income Portfolio, DFA Investment Grade Portfolio and DFA Short-Duration Real Return Portfolio since 2019 and the DFA Global Core Plus Real Return Portfolio since its inception.
David A. Plecha	Senior Portfolio Manager	2013	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.
Joseph F. Kolerich	Senior Portfolio Manager	2013	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.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Short-Duratio.	10.58	0.00	0%