DOGMX Mutual Fund

DOGMX Mutual Fund (DFA Oregon Municipal Bond Portfolio Institutional Class) is managed by Dimensional with $101.8M in net assets. DOGMX expense ratio is 0.25%, holding 166 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2019-09-10.

DOGMX performance shows a YTD return of 0.28%. The 1-year return is 3.11% and the 5-year return is 0.72%. DOGMX dividend yield stands at 2.47%, paid monthly.

DOGMX top holdings include State of Oregon (2.3%), State Of Oregon Department Of Transportation 5 2031-11-15 (1.9%), Oregon State Lottery (1.8%), Currency Contract - Eur (1.6%), Clackamas Community College District 5 2028-06-15 (1.6%). Go to all DOGMX holdings, DOGMX sectors, or DOGMX dividends.

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