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DFCMX
Mutual Fund ticker: NASDAQ
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NET ASSETS

DFA CA Short-Term Municipal Bond I (DFCMX) Ownership - Who owns DFA CA Short-Term Municipal Bond I?

The investment seeks to provide current income that is expected to be exempt from federal personal income taxes and California state personal income taxes... Show more

Profile

Category
Muni California Intermediate
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com

Details

Group
Fixed Income Funds
Category
Muni California Interm/Short
Total Expense Ratio
0.19
Min. Initial Investment
N/A
Fund Existence
over 18 years
Turnover
171.00
Front Load
N/A
Net Assets
850562600.00
Manager Tenure
N/A

Fundamentals

DFCMX
Net Assets
851M
Fund Existence
over 18 years
Turnover
171.00
Total Expense Ratio
0.19
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Muni California Intermediate
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.21
Assets in Top Ten Holdings
126M
Average Credit Quality
5
Average Effective Duration
1.00
Average Effective Maturity
2.59
Fund of Funds
No
Fund Share Class Net Assets
851M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.16
Modified Duration
2.26
No Load Fund
Yes
Number of Long Holdings
331.00
Number of Net Holdings
331.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
18.51%
Gain YTD
2.746
Annual Yield % from dividends
2.66
Returns for 1 year
2.79
Returns for 3 years
8.22
Returns for 5 years
6.71
Returns for 10 years
6.60
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category MuniCaliforniaIntermShort

Profile
Fundamentals
Details
Category
Muni California Intermediate
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com