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The investment seeks to provide current income that is exempt from federal personal income tax. As a fundamental investment policy, under normal market conditions, the fund will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. The adviser does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax.
Name | Title | Since | Until |
---|---|---|---|
Travis A. Meldau | Portfolio Manager | 2015 | 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. | ||
David A. Plecha | Senior Portfolio Manager | 2012 | 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 | 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. |
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