Dfa Two-Year Global Fixed Income PortfolioDFGFX

MUTUAL FUNDDimensional
Type
Mutual fund
Peer group
Taxable bond
Net assets
$4.7B
Expense ratio
0.16%
1-year return
+3.7%
3 years, a year
+4.7%
5 years, a year
+2.8%
12-month yield
3.14%
Holdings
282

What it aims to do.

The investment objective of the DFA Two-Year Global Fixed Income Portfolio (the Two-Year Global Portfolio or the Portfolio) is to maximize total returns consistent with preservation of capital. Total return is comprised of income and capital appreciation.

Top 10 holdings.

Holding% of fund
BMO Bank Of Montreal2.89%
JOBY New Zealand Government Bonds2.36%
United States Treasury1.92%
Inter-American Devel Bk1.87%
JOBY Nz Local Govt Fund Agenc1.66%
Province Of Quebec1.64%
JOBY European Union1.53%
United States Treasury1.37%
AMZN Amazon.Com Inc1.29%
Intl Bk Recon & Develop1.28%

More on DFGFX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.