DFA Global Bond
Historical Performance
Objective And Strategy
ObjectiveProvide a market rate of return for a fixed income portfolio with low relative volatility of returns.
Strategy
The Advisor identifies a broadly diversified universe of eligible securities with precisely defined maturity ranges and credit quality characteristics. The Advisor will then seek to purchase a broad and diverse portfolio of securities meeting these credit quality standards. The Portfolio seeks to achieve its investment objective by generally investing in a universe of U.S. and foreign debt securities maturing in 5 years or less. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in fixed income securities. Because many of the Portfolio’s investments will be denominated in foreign currencies, the Portfolio will also enter into forward foreign currency contracts.
Low Cost Fund
To meet the needs of many policyholders, we offer access to a suite of low-cost funds for an additional fee ranging from 0.10%-0.35% of the total amount of assets invested in the fund(s). See prospectus for further details.
Principle Risks
N/A
-
Global Bonds01/1995
-
Documents
- Fund Prospectus and Other Forms