Dfa Investment Grade Fund Quote

DFAPX Fund  USD 10.03  0.02  0.20%   

Performance

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Odds Of Distress

Less than 22

 
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Dfa Investment is trading at 10.03 as of the 25th of November 2024; that is 0.2% down since the beginning of the trading day. The fund's open price was 10.05. Dfa Investment has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Dfa Investment Grade are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective through exposure to a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers. As a non-fundamental policy, under normal circumstances, at least 80 percent of the Portfolios net assets will be invested in fixed income securities considered to be investment grade quality.. More on Dfa Investment Grade

Moving together with Dfa Mutual Fund

  0.76DIHRX Intal High RelativePairCorr
  0.75DILRX Dfa InternationalPairCorr
  0.96DIPSX Dfa Inflation ProtectedPairCorr
  0.67DISVX Dfa International SmallPairCorr
  0.75DISMX Dfa InternationalPairCorr

Moving against Dfa Mutual Fund

  0.62DNYMX Dfa Ny MunicipalPairCorr
  0.6DMREX Dfa Municipal RealPairCorr
  0.58DRIIX Dimensional 2045 TargetPairCorr
  0.48DREIX World Core EquityPairCorr

Dfa Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Dimensional Fund Advisors, Large, Intermediate Core Bond (View all Sectors)
Update Date30th of September 2024
Dfa Investment Grade [DFAPX] is traded in USA and was established 25th of November 2024. Dfa Investment is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 8.84 B in assets under management (AUM) with no minimum investment requirementsDfa Investment Grade is currently producing year-to-date (YTD) return of 2.16% with the current yeild of 0.01%, while the total return for the last 3 years was -1.6%.
Check Dfa Investment Probability Of Bankruptcy

Instrument Allocation

Dfa Investment Top Holders

EVVCXEvaluator Very ConservativeMutual FundAllocation--15% to 30% Equity
EVVLXEvaluator Very ConservativeMutual FundAllocation--15% to 30% Equity
EVFCXEvaluator Conservative RmsMutual FundAllocation--15% to 30% Equity
EVCLXEaton Vance MunicipalMutual FundAllocation--15% to 30% Equity
EVFMXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
EVFTXEvaluator Tactically ManagedMutual FundAllocation--30% to 50% Equity
EVMLXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
EVTTXEvaluator Tactically ManagedMutual FundAllocation--30% to 50% Equity
More Details

Dfa Investment Grade Risk Profiles

Dfa Investment Against Markets

Other Information on Investing in Dfa Mutual Fund

Dfa Investment financial ratios help investors to determine whether Dfa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dfa with respect to the benefits of owning Dfa Investment security.
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