DFA Municipal Real Return Portfolio Institutional Class
DMREX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Dimensional Fund Advisors
Manager/Tenure
(Years)
(Years)
Joseph F. Kolerich (10), David A. Plecha (10), Travis A. Meldau (10)
Website
Address
Dimensional Fund Advisors
Santa Monica CA - 90401
Santa Monica CA - 90401
Country
United States
Phone Number
512-306-7400
Investment Strategy
The investment seeks inflation protection and current income from municipal securities. The fund seeks its investment objective by investing primarily in a universe of investment grade municipal securities, including inflation-protected municipal securities, and in derivative instruments to provide inflation protection. It will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. No more than 25% of the fund's assets will be invested in municipal securities that, at the time of purchase, are rated in the lowest quarter of the investment grade spectrum.