DRXIX Mutual Fund

DRXIX Mutual Fund (DFA LTIP Portfolio) is managed by Dimensional with $353.6M in net assets. DRXIX expense ratio is 0.12%, holding 4 positions across sectors including Real Estate, Financials. Inception date: 2012-03-07.

DRXIX performance shows a YTD return of -5.14%. The 1-year return is -8.73% and the 5-year return is -11.36%. DRXIX dividend yield stands at 8.20%, paid quarterly.

DRXIX top holdings include Ventas Realty Lp (29.3%), Tsy Infl Ix N/B 02/50 0.25 (29.1%), Tsy Infl Ix N/B 02/51 0.125 (29.1%), Tsy Infl Ix N/B 02/53 1.5 (12.5%). Go to all DRXIX holdings, DRXIX sectors, or DRXIX dividends.

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