Nasdaq - Delayed Quote USD
DFA LTIP Portfolio (DRXIX)
5.34
-0.06
(-1.11%)
At close: May 2 at 8:00:35 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Comerica Bank
- Mid Atlantic Capital Corp
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Institutional FundsNetwork
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- Vanguard TF
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund seeks its investment objective by generally investing in a universe of long-term fixed income securities structured to provide protection against inflation. It may invest in inflation-protected securities issued by the U.S. government and its agencies and instrumentalities. The fund also may invest in inflation-protected securities of other investment grade issuers including foreign governments and U.S. and non-U.S. corporations.
Fund Overview
| Category | Inflation-Protected Bond |
| Fund Family | Dimensional Fund Advisors |
| Net Assets | 372.48M |
| YTD Return | 5.21% |
| Yield | 5.39% |
| Morningstar Rating | |
| Inception Date | Mar 07, 2012 |
Performance & Risk
| YTD Return | -0.56% |
| 5y Average Return | -8.84% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 2.49 |
| Morningstar Risk Rating |
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