DMREX Mutual Fund
DMREX Mutual Fund
DFA Municipal Real Return Portfolio- Institutional Class
DMREX Mutual Fund Overview
DMREX Mutual Fund (DFA Municipal Real Return Portfolio- Institutional Class) is managed by Dimensional with $1.83B in net assets. DMREX expense ratio is 0.24%, holding 664 positions across sectors including Other, Financials, Industrials. Inception date: 2014-11-04.
DMREX performance shows a YTD return of 2.05%. The 1-year return is 4.03% and the 5-year return is 2.76%. DMREX dividend yield stands at 3.27%, paid monthly.
DMREX top holdings include Gwinnett 5.% 08/01/27 (1.5%), Broward C 4.% 06/25/26 (1.1%), Hrdtrn 5.000 07/01/26 (1.0%), Town of Greenwich (1.0%), County Of Travis 5 2027-03-01 (0.9%). View all DMREX holdings, sector breakdown, or dividend history.
DMREX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DMREX alternatives are available via the screener, along with tax-loss harvesting opportunities.