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Mutual Fund Insights: LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

In-depth Analysis of LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

Mutual fund chart: LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

3 months
6 months
1 year
3 year
5 year

See LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) performance details as of January 31, 2010

  

    Last Trade: $10.03 on 3/18/2010, Change: 0.00 (0%)

  

Fund Manager - David A. Plecha

Fund Manager Tenure: 4.0 years
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Plecha joined Dimensional Fund Advisors as a vice president and portfolio manager in 1989. He is also currently a member of the company's investment committee. Previously, he spent two years as an assistant vice president with Leland O'Brien Rubenstein Associates and one year as an investment analyst with Hughes Investment Management Company.  Get more insights on David A. Plecha

  

What we like about LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) What we like about LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

Data for LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) as of January 31, 2010

  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) management has been with LWAS/DFA Two-Year Fixed Income Portfolio Fund for 4.0 years
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) has good mid-term performance (3-year return 3.75% vs 3.73% Short-Term Bond category average)
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) has good Long-term performance (5-year return 3.64% vs 3.49% Short-Term Bond category average)
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) ratio of up-years vs down years is greater than 2
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) has an annual stock turnover rate of 77.00% vs Short-Term Bond average of 109.82%. It is good that LWAS/DFA Two-Year Fixed Income Portfolio management does not trade extensively for its return.
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) is less volatile than its peers as it has a 3-year Standard Deviation of 0.98, lower than category average of 3.36
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) has a lower management fee than its Short-Term Bond average: 0.31% vs 0.92%
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) What we are cautious about LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

Data for LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) as of January 31, 2010

  • LWAS/DFA Two-Year Fixed Income Portfolio Fund is a focused fund with 51.77% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) has a less-than-ideal short-term performance (1-year return 2.62% vs 9.51% Short-Term Bond category average)
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) has a Morningstar rating of 3 and below
  • LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) is less safe compared to its Short-Term Bond peers
See LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) performance details as of January 31, 2010

  

  

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LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) Net Asset

Track net asset change of LWAS/DFA Two-Year Fixed Income Portfolio fund (DFCFX)

DateNet Asset
01/2010$79.17M
11/2009$77.84M
10/2009$77.48M
More historic net asset information on LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

  

LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) Portfolio Allocation

Track portfolio allocation change of LWAS/DFA Two-Year Fixed Income Portfolio fund (DFCFX)

DateCashStockBondOther
11/20096.7%0%93.31%0%
09/200915.62%0%84.38%0%
08/200918.69%0%81.31%0%
Click here to see more historic asset allocation information on LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

  

Most Recent Top 10 Holdings in LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

Discover what LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX) manager is buying

30-Nov-09
FHLBA 2.625% [7.34%]
FHLBA 1.625% [6.71%]
FHLBA 3.375% [6.07%]
FHLBA 1.625% [5.51%]
Federal Farm Cr Bks Global 1.125% [4.95%]
FNMA 6% [4.9%]
FHLBA 3.75% [4.64%]
United States Treas Nts 1% [4.05%]
Federal Hm Ln Banks 1.375% [3.8%]
Federal Hm Ln Bks [3.8%]

30-Sep-09
FHLBA 2.625% [7.61%]
FHLBA 1.625% [6.93%]
FHLBA 3.375% [6.29%]
FHLBA 1.625% [5.72%]
FNMA 6% [5.09%]
Federal Hm Ln Bks [3.94%]
FHLBA 1.375% [3.93%]
FFCB 3.875% [3.25%]
FFCB 5.375% [3.18%]
FHLMC 3.25% [3.05%]

31-Aug-09
FHLBA [7.68%]
FHLBA 1.625% [6.96%]
FHLBA 3.375% [6.33%]
FHLBA 1.625% [5.75%]
FNMA 6% [5.13%]
Federal Hm Ln Bks [3.96%]
FHLBA 1.375% [3.95%]
FFCB 5.375% [3.21%]
FHLMC 3.25% [3.08%]
FNMA 1.375% [3%]
Click here for Stock Holding Change Map in LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

  

Related books and products to LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

  

Latest News on LWAS/DFA Two-Year Fixed Income Portfolio (DFCFX)

See what is happening with LWAS/DFA Two-Year Fixed Income Portfolio Fund (DFCFX)

 

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