Dfa Investment Grade Fund Quote

DFAPX Fund  USD 10.12  0.01  0.1%   

Performance

Good

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Dfa Investment is trading at 10.12 as of the 21st of March 2025; that is 0.1% increase since the beginning of the trading day. The fund's open price was 10.11. Dfa Investment has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective through exposure to a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers. As a non-fundamental policy, under normal circumstances, at least 80 percent of the Portfolios net assets will be invested in fixed income securities considered to be investment grade quality.. More on Dfa Investment Grade

Moving together with Dfa Mutual Fund

  0.88DIHRX Intal High RelativePairCorr
  0.86DILRX Dfa InternationalPairCorr
  0.97DIPSX Dfa Inflation ProtectedPairCorr
  0.86DISVX Dfa International SmallPairCorr
  0.8DISMX Dfa InternationalPairCorr
  0.85DMNBX Dfa Mn MunicipalPairCorr

Moving against Dfa Mutual Fund

  0.48DAABX Dfa SustainabilityPairCorr
  0.38DAADX Dfa Emerging MarketsPairCorr

Dfa Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Dimensional Fund Advisors, Large, Intermediate Core Bond (View all Sectors)
Update Date31st of March 2025
Dfa Investment Grade [DFAPX] is traded in USA and was established 21st of March 2025. Dfa Investment is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 8.84 B in assets under management (AUM) with no minimum investment requirementsDfa Investment Grade is currently producing year-to-date (YTD) return of 2.03% with the current yeild of 0.01%, while the total return for the last 3 years was 0.9%.
Check Dfa Investment Probability Of Bankruptcy

Instrument Allocation

Dfa Investment Top Holders

EVVCXEvaluator Very ConservativeMutual FundAllocation--15% to 30% Equity
EVVLXEvaluator Very ConservativeMutual FundAllocation--15% to 30% Equity
EVFCXEvaluator Conservative RmsMutual FundAllocation--15% to 30% Equity
EVCLXEaton Vance MunicipalMutual FundAllocation--15% to 30% Equity
EVFMXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
EVFTXEvaluator Tactically ManagedMutual FundAllocation--30% to 50% Equity
EVMLXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
EVTTXEvaluator Tactically ManagedMutual FundAllocation--30% to 50% Equity
More Details

Dfa Investment Grade Risk Profiles

Dfa Investment Against Markets

Other Information on Investing in Dfa Mutual Fund

Dfa Investment financial ratios help investors to determine whether Dfa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dfa with respect to the benefits of owning Dfa Investment security.
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios