DSFIX Mutual Fund
DSFIX Mutual Fund
DFA Social Fixed Income Portfolio - Institutional
DSFIX Mutual Fund Overview
DSFIX Mutual Fund (DFA Social Fixed Income Portfolio - Institutional) is managed by Dimensional with $751.9M in net assets. DSFIX expense ratio is 0.22%, holding 428 positions across sectors including Financials, Other, Unknown. Inception date: 2016-04-05.
DSFIX performance shows a YTD return of 1.07%. The 1-year return is 3.82% and the 5-year return is 0.38%. DSFIX dividend yield stands at 4.22%, paid monthly.
DSFIX top holdings include NEW ZEALAND 4.5% 05/15/30/NZD/ (2.8%), The Dfa Investment Trust Company (2.7%), Dfa Short Term Investment Fund (2.0%), U.S. Treasury Floating Rate Notes (1.3%), Fnma 0.88 Aug 05, 2030 (1.3%). View all DSFIX holdings, sector breakdown, or dividend history.
DSFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DSFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.