About DGCFX
DFA Global Core Plus Fixed Income Portfolio Institutional Class is a mutual fund that primarily focuses on maximizing total returns by investing in a broad universe of global fixed income securities. Managed by Dimensional Fund Advisors, the fund targets both U.S. and international debt instruments, featuring holdings from developed and, selectively, emerging markets. Its portfolio includes government and agency securities, corporate bonds, mortgage-backed securities, and obligations of supranational organizations. The fund employs a flexible approach to credit quality, holding both investment-grade and below-investment-grade bonds, with an emphasis on credits rated from A+ to BBB-, while also capturing expected premiums from a range of maturities and credit risks.
With a moderate level of interest rate sensitivity and a medium risk profile, the fund seeks to deliver a diversified income stream, supported by a relatively low expense ratio and institutional share class structure. It plays a significant role for investors seeking broad fixed income exposure with a global footprint and aims to achieve appealing risk-adjusted returns through diversification and disciplined portfolio management.
Fund Family Dimensional Fund Advisors
Category World Bond-USD Hedged
Performance Rating Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol DGCFX
Index Bloomberg Global Aggregate TR USD Hedged
DGCFX had a total return of -1.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.19%.
