DFEQX Mutual Fund
DFEQX Mutual Fund
DFEQX Mutual Fund
DFA Short-Term Extended Quality Portfolio
DFEQX Mutual Fund Overview
DFEQX Mutual Fund (DFA Short-Term Extended Quality Portfolio) is managed by Dimensional with $5.84B in net assets. DFEQX expense ratio is 0.18%, holding 724 positions across sectors including Financials, Information Technology, Real Estate. Inception date: 2009-03-04.
DFEQX performance shows a YTD return of 1.83%. The 1-year return is 3.31% and the 5-year return is 2.20%. DFEQX dividend yield stands at 4.75%, paid monthly.
DFEQX top holdings include NEW ZEALAND 4.5% 05/15/30/NZD/ (2.8%), The Dfa Investment Trust Company (2.0%), Us Treasury N/B 3.375 01/31/2028 (1.8%), Dfa Short Term Investment Fund (1.8%), United 4.25% 01/28 4.25 (1.7%). Go to all DFEQX holdings, DFEQX sectors, or DFEQX dividends.
DFEQX can be compared against other funds. Use DFEQX overlap to find shared positions, or DFEQX vs another fund for a side-by-side view. DFEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.