DFA NY Municipal Bond Portfolio Institutional Class
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Fund Information
Fund Type
Category
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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 (9), David A. Plecha (9), Travis A. Meldau (9)
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 to provide current income that is expected to be exempt from federal personal income taxes and New York state personal income taxes. Under normal market conditions, the fund will invest at least 80% of its net assets in municipal securities that pay interest exempt from New York state and federal personal income taxes. The adviser does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax. Generally, the fund will maintain a maximum average portfolio duration of five years. It is non-diversified.