LWAS/DFA Two-Year Government Portfolio
1299 Ocean Ave 11th Floor Santa Monica CA 90401
Map
Phone: 310-633-7885
| Category: | Short Government | | Fund Family: | Dimensional Investment Group | | Net Assets: | 133.62M | | Year-to-Date Return: | 1.53% | | Yield: | 3.54% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jun-96 |
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David A. Plecha
Lead Manager since
30-Mar-06 | | | 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 maximize total returns available from the universe of debt obligations of the U.S. government and U.S. government agencies consistent with preservation of capital. The fund normally invests at least 80% of net assets in government securities that mature within two years from the date of settlement. It may invest in futures contracts and options on futures contracts. |
| Last Dividend
(9-Sep-08):
| 0.06 | | Last Cap Gain
(22-Dec-03):
| 0.26 | | Annual Holdings Turnover
| .00% | | Average for Category:
| 168.73% |
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| Expense | DFYGX | Category
Avg | | Total Expense Ratio: | 0.31%
| 0.90% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.69% | | Max Deferred Sales Load: | 0.00%
| 2.40% | | 3 Yr Expense Projection*: |
$100 | $410 | | 5 Yr Expense Projection*: |
$174 | $646 | | 10 Yr Expense Projection*: |
$393 | $1,321 |
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1.49% Nasdaq 
0.27%
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