DFA Municipal Bond Portfolio Institutional Class
DFMPX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
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 (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 exempt from federal personal income tax. The Portfolio seeks its investment objective by investing primarily in a universe of investment grade municipal securities. Under normal market conditions, it will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. Generally, the Portfolio will acquire obligations that mature within fifteen years from the date of settlement. It will maintain a dollar-weighted average portfolio duration of more than three years but less than five years.