DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares (DFTEX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -2.52% | -3.65% | 1.13% |
Year-to-Date | -3.43% | -5.02% | 1.59% |
1 Year | -1.06% | 0.00% | -1.06% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
7%
(moderate)
POTENTIAL GAIN & LOSS Help
The fund's risk of 7% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.22%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$287
Real cost (fees + lost compounding)
$355
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
83%
Return in excess of styles
(over past year)
0.58%