DFTIX Mutual Fund

DFTIX Mutual Fund (DFA Intermediate Term Municipal Bond Portfolio Institutional Class) is managed by Dimensional with $1.32B in net assets. DFTIX expense ratio is 0.19%, holding 734 positions across sectors including Financials, Industrials, Utilities. Inception date: 2012-03-01.

DFTIX performance shows a YTD return of -0.03%. The 1-year return is 0.65% and the 5-year return is 1.15%. DFTIX dividend yield stands at 2.67%, paid monthly.

DFTIX top holdings include Univ Of Texas Tx Univ Revenues Unihgr 08/43 Fixed 5 (1.2%), SEATTLE WA MUNI LIGHT PWR RE SEAPWR 08/56 ADJUSTABLE VAR (1.2%), MASSACHUSETTS ST MAS 08/40 FIXED 5 (1.0%), Prince Georges Cnty Md Pri 09/27 Fixed 3 (0.9%), Wisconsin St Wis 05/38 Fixed 5 (0.9%). Go to all DFTIX holdings, DFTIX sectors, or DFTIX dividends.

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