DFTIX Mutual Fund

DFTIX Mutual Fund (DFA Intermediate Term Municipal Bond Portfolio Institutional Class) is managed by Dimensional with $1.26B in net assets. DFTIX expense ratio is 0.19%, holding 691 positions across sectors including Financials, Utilities, Industrials. Inception date: 2012-03-01.

DFTIX performance shows a YTD return of 0.28%. The 1-year return is 3.49% and the 5-year return is 1.08%. DFTIX dividend yield stands at 2.87%, paid monthly.

DFTIX top holdings include Massachusetts-C-Ref 01/08/2040 (1.0%), State of Wisconsin (0.9%), Go Bonds Series 2017a (0.8%), Nashville (City Of) & Davidson (County Of), Tn Metropolitan Government, Series 2018, Go Bonds (0.8%), Hawaii St 51/01/2027 (0.8%). 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.