DFA Global Core Plus Fixed Income Portfolio Institutional Class
DGCFX
NASDAQ
| Weiss Ratings | DGCFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DGCFX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Joseph F. Kolerich (8), David A. Plecha (8), Lovell D. Shao (7) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DGCFX-NASDAQ | Click to Compare |
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| Fund Name | DFA Global Core Plus Fixed Income Portfolio Institutional Class | |||
| Category | Global Bond-USD Hedged | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Worldwide Bond | |||
| Inception Date | Jan 11, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DGCFX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.14% | |||
| Dividend | DGCFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | DGCFX-NASDAQ | Click to Compare |
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| Cash | 11.61% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 88.38% | |||
| U.S. Bond | 44.90% | |||
| Non-U.S. Bond | 43.48% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DGCFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.79% | |||
| 30-Day Total Return | -1.36% | |||
| 60-Day Total Return | -0.83% | |||
| 90-Day Total Return | 0.02% | |||
| Year to Date Total Return | -0.08% | |||
| 1-Year Total Return | 3.95% | |||
| 2-Year Total Return | 9.92% | |||
| 3-Year Total Return | 15.97% | |||
| 5-Year Total Return | 3.12% | |||
| Price | DGCFX-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 | DGCFX-NASDAQ | Click to Compare |
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| Nav | $9.15 | |||
| 1-Month Low NAV | $9.09 | |||
| 1-Month High NAV | $9.35 | |||
| 52-Week Low NAV | $9.04 | |||
| 52-Week Low NAV (Date) | Apr 11, 2025 | |||
| 52-Week High NAV | $9.45 | |||
| 52-Week High Price (Date) | Sep 17, 2025 | |||
| Beta / Standard Deviation | DGCFX-NASDAQ | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 5.02 | |||
| Balance Sheet | DGCFX-NASDAQ | Click to Compare |
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| Total Assets | 2.91B | |||
| Operating Ratios | DGCFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.23% | |||
| Turnover Ratio | 44.00% | |||
| Performance | DGCFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 6.52% | |||
| Last Bear Market Total Return | -7.39% | |||