Address And Details
|6300 Bee Cave Rd, Bldg 1, Palisades W , Austin, TX 78746|
|Fund Manager||Team Managed|
Strategy And Objective
The investment objective of the DFA Two-Year Global Fixed Income Portfolio (the Two-Year Global Portfolio) is to maximize total returns consistent with preservation of capital. Total return is comprised of income and capital appreciation. The Two-Year Global Portfolio seeks to maximize risk-adjusted total returns from a universe of U.S. and foreign debt securities maturing in three years or less from the date of settlement. The Two-Year Global Portfolio invests in obligations issued or guaranteed by the U.S. and foreign governments, their agencies and instrumentalities, corporate debt obligations, bank obligations, commercial paper, repurchase agreements, obligations of other domestic and foreign issuers, securities of domestic or foreign issuers denominated in U.S. dollars but not trading n the United States, and obligations of supranational organizations. At the present time, Dimensional Fund Advisors LP (the Advisor) expects that most investments will be made in the obligations of issuers which are in developed countries. However, in the future, the Advisor anticipates investing in issuers located in other countries as well. The fixed income securities in which the Two-Year Global Portfolio invests are considered investment grade at the time of purchase. Under normal market conditions, the Portfolio intends to invest its assets to gain exposure to issuers of at least three different countries, one of which may be the United States. An issuer may be considered to be of a country if it is organized under the laws of, maintains its principal place of business in, has at least 50% of its assets or derives at least 50% of its operating income in, or is a government, government agency, instrumentality or central bank of, that country. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in fixed income securities that mature within two years from the date of settlement. It is the policy of the Two-Year Global Portfolio that the weighted average length of maturity of investments will not exceed two years. In making purchase decisions, if the expected term premium is greater for longer-term securities in the eligible maturity range, the Advisor will focus investment in the longer-term area, otherwise, the Portfolio will focus investment in the shorter-term area of the eligible maturity range. In addition, the Portfolio is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities. Because many of the Portfolios investments may be denominated in foreign currencies, the Portfolio may also enter into foreign currency forward contracts to attempt to protect against uncertainty in the level of future foreign currency rates, to hedge against fluctuations in currency exchange rates or to transfer balances from one currency to another. In regard to currency hedging, it is generally not possible to precisely match the foreign currency exposure of such foreign currency forward contracts to the value of the securities involved due to fluctuations in the market values of such securities and cash flows into and out of the Portfolio between the date a foreign currency forward contract is entered into and the date it expires. The Portfolio may purchase or sell futures contracts and options on futures contracts, to hedge its currency exposure or to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio. The Portfolio does not intend to sell futures contracts to establish short positions in individual securities or to use derivatives for purposes of speculation or leveraging investment returns.The Two-Year Global Portfolio may lend its portfolio securities to generate additional income.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||13.61 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 12/31/2021||Average Annual Current Performance Quarterly As Of 12/31/2021||Avg Annual Current Performance Monthly As Of 12/31/2021||Avg Annual Current Performance Quarterly As Of 12/31/2021|
|Life Of Fund||
Recent Articles from TheStreet
Crypto Crash Rocks Coinbase as Mainstream Investors Flee Bitcoin
The stock price of digital currency exchange, which represents the mainstream route for individual investors to buy bitcoin, sank to a new low.
AMC Stock: Box Office Delivers More Bad News for Investors
It's hard to see how AMC stock recovers when people have chosen to only go to the movies for big blockbusters.
Mark Cuban Takes On Walgreens, CVS, Amazon in Crowded Drug Space
The Dallas-based online pharmacy on Wednesday debuted its services with a goal to help shield consumers from inflated drug prices.
Pepsi Stock: Company Goes Full Thirst Trap With New Product
Gimmicks bring attention and PepsiCo wants to leverage its iconic brand with a new doughnut based on its iconic logo
Domino's Pizza Stock Faces a Major Problem (And, It's Not The Noid)
A factor the pizza chain can't control may impact the return Domino's shares deliver to investors in 2022.
Cramer's Mad Money Recap 1/21: Microsoft, Tesla, Apple
Jim Cramer looks ahead to next week's earnings and sees more red as investors feel the impact of 'worthless IPOs and SPACs.'