DFA Intermediate Govt Fixed-Income I
1299 Ocean Ave Ste 650 11th Fl Santa Monica CA 90401
Map
Phone: 310-633-7885
| Category: | Intermediate Government | | Fund Family: | Dimensional Investment Group | | Net Assets: | 1.40B | | Year-to-Date Return: | 2.27% | | Yield: | 4.41% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Oct-90 |
|
David A. Plecha
Lead Manager since
31-Dec-91 | | | 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 |
|
| |
| The investment seeks current income consistent with the preservation of capital. The portfolio invests in non-callable U.S. government obligations, AAA-rated dollar-denominated obligations of foreign governments, and futures contracts on U.S. Treasury sections. It may invest up to 5% of assets in futures or options. The securities in which the fund invests normally have maturities of between five and 15 years. |
| Last Dividend
(10-Jun-08):
| 0.13 | | Last Cap Gain
(19-Dec-07):
| 0.00 | | Annual Holdings Turnover
| .00% | | Average for Category:
| 258.99% |
|
| Expense | DFIGX | Category
Avg | | Total Expense Ratio: | 0.13%
| 1.05% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.27% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$42 | $508 | | 5 Yr Expense Projection*: |
$73 | $759 | | 10 Yr Expense Projection*: |
$166 | $1,476 |
|
|
0.94% Nasdaq 
Profile
