About DFIGX
DFA Intermediate Government Fixed Income Portfolio Institutional Class is a mutual fund focused on providing current income while preserving capital by investing primarily in high-quality, low-risk fixed income securities. The portfolio is predominantly composed of obligations issued or guaranteed by the U.S. government and its agencies, with maturities generally ranging from five to fifteen years. In addition to U.S. Treasuries and agency securities, the fund may also invest in AAA-rated, dollar-denominated obligations of select foreign governments, supranational organizations, and use futures contracts on U.S. Treasury securities to manage exposure and duration risk. As an intermediate government bond fund, its effective duration is typically near six years, positioning it between short and long-term government bond funds in terms of interest rate sensitivity and price volatility. The strategy aims for stability by minimizing credit risk, making it a common choice for investors seeking consistent income with lower default risk. The fund is managed with a cost-efficient structure, offering a competitive expense ratio and a history dating back to 1990, reflecting a long-term commitment to conservative fixed income investing.
Fund Family Dimensional Fund Advisors
Category Intermediate Government
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol DFIGX
Share Class - Institutional Class
Index Bloomberg U.S. Government Bond TR
DFIGX had a total return of 8.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 34.42%.
