DOGMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

DFA Oregon Municipal Bond Instl (DOGMX) Ownership - Who owns DFA Oregon Municipal Bond Instl?

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

Category: #Muni Single State Short

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

Profile

Details

Group

Fixed Income Funds

Fundamentals

DOGMX

Net Assets

74.3M

Fund Existence

over 5 years

Turnover

13.00

Total Expense Ratio

0.30

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Muni Single State Short

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.36

Assets in Top Ten Holdings

13M

Average Credit Quality

Average Effective Duration

3.76

Average Effective Maturity

6.98

Fund of Funds

Fund Share Class Net Assets

74.3M

Fund Type

OpenEnd

Index Fund

Management Fee

0.25

Modified Duration

5.28

No Load Fund

Yes

Number of Long Holdings

152.00

Number of Net Holdings

152.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

17.19%

Gain YTD

0.226

Annual Yield % from dividends

1.94

Returns for 1 year

1.95

Returns for 3 years

5.60

Returns for 5 years

0.31

Returns for 10 years

N/A

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General Information

Category MuniSingleStateShort

Profile

Fundamentals

Details