DFA Five-Year Global Fixed-Income IDFGBX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

DFA Five-Year Global Fixed-Income continues to play true to form.

The key firmwide policy across DFA's fixed-income lineup is to keep risk at bay. This portfolio has nothing rated below A, while the average world-bond rival has a 17% stake in such Read more

Kudos

One of the least-volatile world-bond funds.

Rock-bottom expenses. Read more

Risks

Not an adequate foreign-currency diversifier. Read more

Strategy

Management holds a mix of bonds that will mature over the next five years, investing in those that it thinks offer the best risk/reward profile based on their current yields and historical measures of Read more

Management

An investment committee including famed academics Eugene Fama and Kenneth French provides input into the strategies of each of DFA's funds. David Plecha joined the firm in 1989 and currently oversees all of the firm's fixed-income offerings, including Read more

Inside Scoop

This offering applies the efficient-market theory to bond investing, but that doesn't translate into an indexing approach here. Management holds a mix of high-quality issues Read more

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