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Nasdaq - Delayed Quote USD

DFA Social Fixed Income Institutional (DSFIX)

9.09
-0.04
(-0.44%)
At close: May 2 at 8:00:35 PM EDT
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  • Previous Close 9.13
  • YTD Return 2.64%
  • Expense Ratio 0.22%
  • Category Intermediate Core Bond
  • Last Cap Gain -10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 639.55M
  • Beta (5Y Monthly) 0.97
  • Yield 3.65%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.07
  • Inception Date Apr 5, 2016

The fund seeks to achieve its investment objective through exposure to a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers while excluding securities of corporate and certain non-sovereign government issuers based upon the Portfolio’s social issue screens. It will invest at least 80% of the fund's net assets in fixed income securities considered to be investment grade quality. The fund's investments may include foreign securities denominated in foreign currencies.

Dimensional Fund Advisors

Fund Family

Intermediate Core Bond

Fund Category

639.55M

Net Assets

2016-04-05

Inception Date

More about DFA Social Fixed Income Institutional

Performance Overview: DSFIX

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Trailing returns as of 5/2/2025. Category is Intermediate Core Bond.

YTD Return

DSFIX
2.64%
Category
1.22%
 

1-Year Return

DSFIX
4.65%
Category
0.77%
 

3-Year Return

DSFIX
1.31%
Category
5.26%
 

5-Year Return

DSFIX
0.32%
Category
3.02%
 

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Recent News: DSFIX

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Research Reports: DSFIX

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