Mutual Fund Insights: DFA CA Short-Term Municipal Bond I Fund (DFCMX)

In-depth Analysis of DFA CA Short-Term Municipal Bond I Fund (DFCMX)

3 months 6 months 1 year 3 year 5 year

See DFA CA Short-Term Municipal Bond I Fund (DFCMX) performance details as of January 31, 2010

  

Last Trade: $10.36 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - David A. Plecha

Fund Manager Tenure: 3.0 years
Fundmojo Fund Grade: C (Score: 0.57)     (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 DFA CA Short-Term Municipal Bond I Fund (DFCMX)

Data for DFA CA Short-Term Municipal Bond I Fund (DFCMX) as of January 31, 2010

• DFA CA Short-Term Municipal Bond I Fund (DFCMX) ratio of up-years vs down years is greater than 2
• DFA CA Short-Term Municipal Bond I Fund (DFCMX) has an annual stock turnover rate of 4.00% vs Muni California Interm/Short average of 40.69%. It is good that DFA CA Short-Term Municipal Bond I management does not trade extensively for its return.
• DFA CA Short-Term Municipal Bond I Fund (DFCMX) has a lower management fee than its Muni California Interm/Short average: 0.28% vs 0.85%
• DFA CA Short-Term Municipal Bond I Fund (DFCMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about DFA CA Short-Term Municipal Bond I Fund (DFCMX)

Data for DFA CA Short-Term Municipal Bond I Fund (DFCMX) as of January 31, 2010

• DFA CA Short-Term Municipal Bond I Fund (DFCMX) management has been with DFA CA Short-Term Municipal Bond I Fund for only 3.0 years, it is hard to judge manager's ability based on this fund's operation record
• DFA CA Short-Term Municipal Bond I Fund (DFCMX) has a less-than-ideal short-term performance (1-year return 2.80% vs 6.78% Muni California Interm/Short category average)
• DFA CA Short-Term Municipal Bond I Fund (DFCMX) is less safe compared to its Muni California Interm/Short peers

See DFA CA Short-Term Municipal Bond I Fund (DFCMX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Muni California Interm/Short category?

Below are some additional Muni California Interm/Short mutual funds generated out of our database

• See top fund managers for Muni California Interm/Short Category Funds
• Browse other funds in Muni California Interm/Short Category

  

DFA CA Short-Term Municipal Bond I Fund (DFCMX) Net Asset

Track net asset change of DFA CA Short-Term Municipal Bond I fund (DFCMX)

Date	Net Asset
01/2010	$255.28M
11/2009	$219.63M
10/2009	$210.63M

More historic net asset information on DFA CA Short-Term Municipal Bond I Fund (DFCMX)

  

DFA CA Short-Term Municipal Bond I Fund (DFCMX) Portfolio Allocation

Track portfolio allocation change of DFA CA Short-Term Municipal Bond I fund (DFCMX)

Date	Cash	Stock	Bond	Other
11/2009	13.49%	0%	86.51%	0%
09/2009	15.53%	0%	84.47%	0%
08/2009	16.47%	0%	83.53%	0%

Click here to see more historic asset allocation information on DFA CA Short-Term Municipal Bond I Fund (DFCMX)

  

Most Recent Top 10 Holdings in DFA CA Short-Term Municipal Bond I Fund (DFCMX)

Discover what DFA CA Short-Term Municipal Bond I Fund (DFCMX) manager is buying

30-Nov-09 Blackrock Liquidity Funds Ca Money Fund - Institut [4.32%] Los Angeles Cnty Calif Santn D Rev Bd 5% [2.55%] San Jose Calif Uni Sch Dist 5% [2.53%] San Francisco Calif City & Cnt Wtr Re 5% [2.45%] Hacienda La Puente Calif Uni S Go Bds 5% [2.29%] Los Angeles Calif Cmnty Colleg Go 5.25% [2.11%] Foothill-De Anza Calif Cmnty C Go 5.25% [1.95%] San Francisco Calif City & Cnt Go Ref 5% [1.95%] Los Angeles Calif Uni Sch Dist 5.25% [1.82%] California Edl Facs Auth 5% [1.8%]

30-Sep-09 BlackRock Liquidity CA Money Instl [4.03%] Los Angeles Cnty Calif Santn D Rev Bd 5% [2.74%] San Jose Calif Uni Sch Dist 5% [2.71%] San Francisco Calif City & Cnt Wtr Re 5% [2.63%] Hacienda La Puente Calif Uni S Go Bds 5% [2.44%] California St Econ Recover Double 5.25% [2.1%] San Francisco Calif City & Cnt Go Ref 5% [2.09%] Foothill-De Anza Calif Cmnty C Go 5.25% [2.08%] Los Angeles Calif Uni Sch Dist 5.25% [1.96%] California Edl Facs Auth 5% [1.92%]

31-Aug-09 BlackRock Liquidity CA Money Instl [4%] Los Angeles Cnty Calif Santn D Rev Bd 5% [2.86%] San Jose Calif Uni Sch Dist 5% [2.83%] San Francisco Calif City & Cnt Wtr Re 5% [2.74%] Hacienda La Puente Calif Uni S Go Bds 5% [2.54%] San Francisco Calif City & Cnt Go Ref 5% [2.19%] CALIFORNIA ST ECONOMIC RECOVER DOUBLE BA [2.17%] Foothill-De Anza Calif Cmnty C Go 5.25% [2.17%] Los Angeles Calif Uni Sch Dist 5.25% [2.03%] CALIFORNIA ST ECONOMIC RECOVER ECON RECO [1.88%]

Click here for Stock Holding Change Map in DFA CA Short-Term Municipal Bond I Fund (DFCMX)

  

Related books and products to DFA CA Short-Term Municipal Bond I Fund (DFCMX)

  

Latest News on DFA CA Short-Term Municipal Bond I (DFCMX)

See what is happening with DFA CA Short-Term Municipal Bond I Fund (DFCMX)

Yahoo! Finance: RSS feed not found See more news on DFA CA Short-Term Municipal Bond I Fund (DFCMX)

 

Books and Resources

 

 

See more information on DFA CA Short-Term Municipal Bond I Fund (DFCMX)

• DFA CA Short-Term Municipal Bond I Fund Insights
• DFA CA Short-Term Municipal Bond I Fund Performance Data
• DFA CA Short-Term Municipal Bond I Fund News
• DFA CA Short-Term Municipal Bond I Fund Score Explaination
• DFA CA Short-Term Municipal Bond I Fund Manager Information
• Historic DFA CA Short-Term Municipal Bond I Fund Asset Allocation Report
• Historic DFA CA Short-Term Municipal Bond I Fund Top 10 Holding Tracking
• Historic DFA CA Short-Term Municipal Bond I Fund Asset Under Management Tracking