DFAIX Mutual Fund (DFA Short-Duration Real Return Portfolio Inst Cl) is managed by Dimensional with $2.28B in net assets. DFAIX expense ratio is 0.22%, holding 707 positions across sectors including Other, Financials, Information Technology. Inception date: 2013-11-05.

DFAIX performance shows a YTD return of 2.38%. The 1-year return is 4.27% and the 5-year return is 3.76%. DFAIX dividend yield stands at 4.55%, paid annually.

DFAIX top holdings include United States Treasury Inflation Indexed Bonds 0.25 01/15/2025 (2.3%), Jp Morgan Chase Bank Na Sr Unsecured 12/26 Var 6.34589 12-08-2026 (1.3%), International Finance Corp. (1.1%), Asian Development Bank (1.0%), Dbs Group Holdings Ltd Sr Unsecured 144A 03/28 Var (1.0%). View all DFAIX holdings, sector breakdown, or dividend history.

DFAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.