DFA Intermediate Govt Fixed-Income IDFIGX

Morningstar Rating

Fund Research and Analysis

by Arijit Dutta

DFA Intermediate Government Fixed-Income hasn't quite been in the market's sweet spot lately, but we continue to appreciate its merits.

It's been quite a reversal in the intermediate-government category league tables in 2009. This fund's 13% return Read more

Kudos

Low volatility.

Experienced management. Read more

Risks

Not easily accessible for purchase. Read more

Strategy

Management holds a mix of bonds that will mature over the next five to 15 years, investing in those that it thinks offer the best risk/reward profile based on their current yields. The portfolio is restricted Read more

Management

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

Inside Scoop

This fund applies the efficient-market theory to bond investing, but that doesn't necessarily translate into an indexing approach here. Read more

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