DFA CA Short-Term Municipal Bond I
1299 Ocean Ave Ste 650 11th Fl Santa Monica CA 90401
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Phone: 310-633-7885
| Category: | Muni California Interm/Short | | Fund Family: | Dimensional Investment Group | | Net Assets: | 183.96M | | Year-to-Date Return: | 1.91% | | Yield: | 2.46% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Apr-07 |
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David A. Plecha
Lead Manager since
02-Apr-07 | | | Plecha joined Dimensional Fund Advisors as a vice president and portfolio manager in 1989. He is also currently a member of the companys investment committee. Previously, he spent two years as an assistant vice president with Leland OBrien Rubenstein Associates and one year as an investment analyst with Hughes Investment Management Company. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide current income that is expected to be exempt from federal personal income taxes and California state personal income taxes. The portfolio invests primarily in municipal securities issued by or on behalf of California state or local governments and their agencies, instrumentalities and regional governmental authorities. It may also invest a portion of its assets in municipal securities issued by U.S. territories that are exempt from state taxation under federal law. |
| Last Dividend
(9-Sep-08):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 26.73% |
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| Expense | DFCMX | Category
Avg | | Total Expense Ratio: | 0.30%
| 0.88% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 3.00% | | Max Deferred Sales Load: | 0.00%
| 2.32% | | 3 Yr Expense Projection*: |
$103 | $411 | | 5 Yr Expense Projection*: |
$182 | $626 | | 10 Yr Expense Projection*: |
$415 | $1,245 |
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1.49% Nasdaq 
0.27%
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