DFA Short-Term Fixed
Historical Performance
Objective And Strategy
ObjectiveStable real return in excess of the rate of inflation with minimum risk.
StrategyThe Advisor identifies a diversified universe of eligible securities with defined maturity ranges and credit quality. The Advisor will then seek to purchase a broad and diverse portfolio of securities meeting these credit quality standards. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in fixed income securities and maintain a dollar-weighted average portfolio maturity that will not exceed one year. The Portfolio may purchase securities maturing in 2 years if larger yields are available. The Portfolio will invest more than 25% of its total assets in obligations of U.S. and/or foreign banks and bank holding companies ("banking industry securities") when the yield as a group exceeds the yield to maturity on all other eligible portfolio investments as a group for a period of 5 consecutive days.
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
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Bonds - Short Term10/1995
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Documents
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Fund Family Summary Prospectus
Updated 05-01-2021
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Fund Semi-Annual Report
Updated 06-30-2021
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Fund Annual Report
Updated 12-31-2020
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Fund Prospectus
Updated 05-01-2021
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Fund SAI
Updated 05-01-2021
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Fund Family Summary Prospectus