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Dfa Intermediate-term Municipal Bond Portfolio Institutional Class (DFTIX)

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10.08 0.00    0%
21/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.39B
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
DFA Intermediate-Term Municipal Bd I 10.08 0.00 0%

DFTIX Overview

 
Find basic information about the Dfa Intermediate-term Municipal Bond Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DFTIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change1.72%
Prev. Close10.08
Risk Rating
TTM Yield2.14%
ROEN/A
IssuerDimensional Fund Advisors
Turnover40%
ROAN/A
Inception Date40969
Total Assets1.39B
Expenses0.20%
Min. InvestmentN/A
Market CapN/A
CategoryMuni National Short
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Dfa Intermediate-term Municipal Bond Portfolio Institutional Class Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1009 1005 1065 1014 1048 1158
Fund Return 0.85% 0.47% 6.51% 0.47% 0.94% 1.48%
Place in category 223 218 54 155 140 33
% in Category 98 92 19 77 72 20

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 36.61B 18.75 8.68 11.96
  DFA US Core Equity 2 I 34.96B 18.07 8.52 11.41
  DFA International Core Equity I 30.46B 6.51 2.60 5.71
  DFA Emerging Markets Core Equity I 27.84B 10.46 2.29 4.58
  DFA US Large Cap Value I 26.08B 14.64 7.57 8.98

Top Funds for Muni National Short Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Ltd-Term Tx-Ex Adm 29.47B 2.40 1.27 1.65
  Vanguard Short-Term Tx-Ex Adm 13.95B 2.77 1.99 1.43
  AB Diversified Municipal 4.95B 2.01 0.49 1.77
  AB Intermediate Diversified Muni A 4.95B 1.85 0.30 1.55
  AB Intermediate Diversified Muni Ad 4.95B 2.06 0.55 -

Top Holdings

Name ISIN Weight % Last Change %
UNIVERSITY TEX UNIV REVS 5% - 1.14 - -
MASSACHUSETTS ST 5% - 0.99 - -
COLORADO HEALTH FACS AUTH REV 5% - 0.88 - -
PRINCE GEORGES CNTY MD 3% - 0.79 - -
METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTY TENN 4% - 0.77 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Neutral Buy
Technical Indicators BUY Strong Sell BUY
Summary Neutral Sell Buy
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