DFA Short Term Municipal Bond I
1299 Ocean Ave Ste 650 11th Fl Santa Monica CA 90401
Map
Phone: 310-633-7885
| Category: | Muni National Short | | Fund Family: | Dimensional Investment Group | | Net Assets: | 1.02B | | Year-to-Date Return: | 1.24% | | Yield: | 2.49% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Aug-02 |
|
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 to provide current income that is exempt from federal personal income taxes and to preserve investor's principal. The portfolio normally invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. The fund has an average dollar-weighted portfolio maturity of three years or less. |
| Last Dividend
(8-Aug-08):
| 0.02 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| .00% | | Average for Category:
| 53.91% |
|
| Expense | DFSMX | Category
Avg | | Total Expense Ratio: | 0.23%
| 0.86% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.46% | | Max Deferred Sales Load: | 0.00%
| 1.91% | | 3 Yr Expense Projection*: |
$74 | $395 | | 5 Yr Expense Projection*: |
$130 | $630 | | 10 Yr Expense Projection*: |
$293 | $1,276 |
|
|
0.29% Nasdaq 
0.14%
Profile
