DFMPX Mutual Fund

DFMPX Mutual Fund (DFA Municipal Bond Portfolio - Institutional) is managed by Dimensional with $478.8M in net assets. DFMPX expense ratio is 0.21%, holding 399 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2015-03-10.

DFMPX performance shows a YTD return of 0.13%. The 1-year return is 0.80% and the 5-year return is 0.78%. DFMPX dividend yield stands at 2.21%, paid monthly.

DFMPX top holdings include County Of Miami-Dade (2.3%), Tarrant Regl Wtr Dist Tex Wtr Transmission Facs Contract Rev 4% (1.3%), Danbury Ct 4 46440 2027-02-22 (1.1%), County Of Frederick (1.1%), State Of Maryland 5 06/01/2037 (1.0%). Go to all DFMPX holdings, DFMPX sectors, or DFMPX dividends.

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