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DFSMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

The investment seeks to provide current income that is exempt from federal personal income taxes and to preserve investors' principal... Show more

Category: #Muni National Short

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Fixed Income Funds

Fundamentals

DFSMX

Net Assets

1.45B

Fund Existence

almost 23 years

Turnover

186.00

Total Expense Ratio

0.19

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Muni National Short

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.19

Assets in Top Ten Holdings

200M

Average Credit Quality

Average Effective Duration

0.69

Average Effective Maturity

1.27

Fund of Funds

Fund Share Class Net Assets

1.45B

Fund Type

OpenEnd

Index Fund

Management Fee

0.15

Modified Duration

1.14

No Load Fund

Yes

Number of Long Holdings

553.00

Number of Net Holdings

553.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

11.67%

Gain YTD

1.474

Annual Yield % from dividends

2.81

Returns for 1 year

3.05

Returns for 3 years

7.04

Returns for 5 years

5.98

Returns for 10 years

6.40

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General Information

Category MuniNationalShort

Profile

Fundamentals

Details