DFA Selectively Hedged Global Fixed Income Portfolio Institutional Class
DFSHX
NASDAQ
| Weiss Ratings | DFSHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DFSHX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | David A. Plecha (17), Joseph F. Kolerich (13), Lacey N. Huebel (4), 1 other | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFSHX-NASDAQ | Click to Compare |
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| Fund Name | DFA Selectively Hedged Global Fixed Income Portfolio Institutional Class | |||
| Category | Global Bond | |||
| Sub-Category | Global Fixed Income | |||
| Prospectus Objective | Worldwide Bond | |||
| Inception Date | Jan 09, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFSHX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.41% | |||
| Dividend | DFSHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | DFSHX-NASDAQ | Click to Compare |
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| Cash | 53.88% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 46.12% | |||
| U.S. Bond | 20.91% | |||
| Non-U.S. Bond | 25.21% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DFSHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.10% | |||
| 30-Day Total Return | 0.42% | |||
| 60-Day Total Return | 0.96% | |||
| 90-Day Total Return | 1.18% | |||
| Year to Date Total Return | 2.28% | |||
| 1-Year Total Return | 5.29% | |||
| 2-Year Total Return | 11.69% | |||
| 3-Year Total Return | 14.62% | |||
| 5-Year Total Return | 7.52% | |||
| Price | DFSHX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DFSHX-NASDAQ | Click to Compare |
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| Nav | $9.40 | |||
| 1-Month Low NAV | $9.36 | |||
| 1-Month High NAV | $9.40 | |||
| 52-Week Low NAV | $9.17 | |||
| 52-Week Low NAV (Date) | Dec 10, 2024 | |||
| 52-Week High NAV | $9.58 | |||
| 52-Week High Price (Date) | Dec 09, 2024 | |||
| Beta / Standard Deviation | DFSHX-NASDAQ | Click to Compare |
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| Beta | 0.31 | |||
| Standard Deviation | 2.30 | |||
| Balance Sheet | DFSHX-NASDAQ | Click to Compare |
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| Total Assets | 995.41M | |||
| Operating Ratios | DFSHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.17% | |||
| Turnover Ratio | 53.00% | |||
| Performance | DFSHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 3.45% | |||
| Last Bear Market Total Return | -2.71% | |||