DFTEX Mutual Fund

DFTEX Mutual Fund (DFA Intermediate Term Extended Quality Portfolio) is managed by Dimensional with $1.81B in net assets. DFTEX expense ratio is 0.20%, holding 627 positions across sectors including Financials, Energy, Utilities. Inception date: 2010-07-20.

DFTEX performance shows a YTD return of -0.33%. The 1-year return is 2.89% and the 5-year return is -0.06%. DFTEX dividend yield stands at 5.07%, paid monthly.

DFTEX top holdings include The Dfa Investment Trust Company (3.2%), Dfa Short Term Investment Fund (3.1%), NEW ZEALAND 4.5% 05/15/30/NZD/ (2.8%), Fnma Pool Ma5584 Fn 01/55 Fixed 4.5 (1.8%), Agence Francaise Develop /EUR/ Regd Reg S 2.87500000 (0.9%). Go to all DFTEX holdings, DFTEX sectors, or DFTEX dividends.

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