DFAPX Mutual Fund

DFAPX Mutual Fund (DFA Investment Grade Portfolio) is managed by Dimensional with $12.65B in net assets. DFAPX expense ratio is 0.19%, holding 948 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-03-07.

DFAPX performance shows a YTD return of -0.47%. The 1-year return is 2.51% and the 5-year return is -0.15%. DFAPX dividend yield stands at 4.08%, paid quarterly.

DFAPX top holdings include NEW ZEALAND 4.5% 05/15/30/NZD/ (2.9%), The Dfa Investment Trust Company (2.4%), Dfa Short Term Investment Fund (2.4%), Us Treasury Frn 07/26 Var (1.5%), Fnma 0.88 Aug 05, 2030 (1.4%). Go to all DFAPX holdings, DFAPX sectors, or DFAPX dividends.

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