DFA Inflation-Protected Securities I
1299 Ocean Ave Ste 650 11th Fl Santa Monica CA 90401
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Phone: 310-633-7885
| Category: | Inflation-Protected Bond | | Fund Family: | Dimensional Investment Group | | Net Assets: | 409.14M | | Year-to-Date Return: | 5.82% | | Yield: | 4.48% | | Morningstar Rating: | N/A | | Fund Inception Date: | 18-Sep-06 |
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David A. Plecha
Lead Manager since
18-Sep-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 provide inflation protection and earn current income consistent with inflation-protected securities. The portfolio may invest primarily in inflation-protected securities issued by the U.S. government and its agencies and instrumentalities. Generally, it may purchase inflation-protected securities with maturities of between five and 20 years but is permitted to purchase securities outside this range. |
| Last Dividend
(9-Sep-08):
| 0.23 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| .00% | | Average for Category:
| 226.51% |
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| Expense | DIPSX | Category
Avg | | Total Expense Ratio: | 0.20%
| 0.86% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.16% | | Max Deferred Sales Load: | 0.00%
| 2.40% | | 3 Yr Expense Projection*: |
$67 | $503 | | 5 Yr Expense Projection*: |
$117 | $812 | | 10 Yr Expense Projection*: |
$267 | $1,646 |
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