DCIBX Mutual Fund

DCIBX Mutual Fund (DFA California Intermediate-Term Municipal Bond Portfolio) is managed by Dimensional with $412.7M in net assets. DCIBX expense ratio is 0.21%, holding 380 positions across sectors including Financials, Utilities, Health Care. Inception date: 2011-11-29.

DCIBX performance shows a YTD return of 0.24%. The 1-year return is 3.59% and the 5-year return is 0.87%. DCIBX dividend yield stands at 2.68%, paid monthly.

DCIBX top holdings include Cas 5.000 08/01/27 (2.1%), Los Angeles Unified School District/Ca 5 07/01/2044 (1.6%), University of California (1.3%), California St 5% Apr 01, 2029 (1.3%), San Francisco Bay Area Rapid Transit District 0.05 08/01/2029 (1.3%). Go to all DCIBX holdings, DCIBX sectors, or DCIBX dividends.

DCIBX can be compared against other funds. Use DCIBX overlap to find shared positions, or DCIBX vs another fund for a side-by-side view. DCIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.