- Fund Type: Open-End Fund
- Objective: Muni-California
- Asset Class: Debt
- Geographic Focus: California
DFA California Short Term Municipal Bond Portfolio
+ Add to WatchlistDFCMX:US
10.31 USD 0.000.00%As of 09:29:30 ET on 05/17/2013.
Snapshot for DFA California Short Term Municipal Bond Portfolio (DFCMX)
| Year To Date: | +0.33% | 3-Month: | +0.17% | 3-Year: | +1.48% | 52-Week Range: | 10.30 - 10.36 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +0.09% | 1-Year: | +0.79% | 5-Year: | +2.23% | Beta vs SPX: | 0.33 |
Fund Profile & Information for DFCMX
DFA California Short-Term Municipal Bond Portfolio is an open-end fund incorporated in the USA. The Fund's objective is to provide current income that is expected to be exempt from federal personal income taxes and California state personal income taxes. The Fund invests primarily in municipal securities issued on behalf of California state or local governments and their agencies.
| Inception Date: | 05-28-2007 | Telephone: | 1-512-306-7400 |
|---|---|---|---|
| Managers: | DAVE PLECHA / JOSEPH KOLERICH | ||
| Web Site: | www.dfafunds.com | ||
Fundamentals for DFCMX
| NAV | (on 2013-05-17) 10.31 |
|---|---|
| Assets (M) | (on 2013-05-17) 433.94 |
| Fund Leveraged | N |
| Minimum Investment | 0.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for DFCMX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Quarter |
| Last Dividend Net | (on 2013-05-08) 0.01 |
| Dividend Yield (ttm) | 0.33 |
Fees & Expenses for DFCMX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.20 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 0.23 |
Top Fund Holdings for DFCMX
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
Sponsored Financial Commentaries
Advertisement
Top Forex Trading Resources
- 1
- 2
- 3
- 4
- 5
Advertisement
Advertisement
Sponsored Links
Advertisements
Rate this Page