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Mutual Fund Insights: DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

In-depth Analysis of DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

Mutual fund chart: DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

3 months
6 months
1 year
3 year
5 year

See DFA Intermediate Govt Fixed-Income I Fund (DFIGX) performance details as of February 28, 2010

  

    Last Trade: $12.15 on 3/19/2010, Change: -0.01 (-0.08%)

  

Fund Manager - David A. Plecha

Fund Manager Tenure: 18.2 years
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

  

What we like about DFA Intermediate Govt Fixed-Income I Fund (DFIGX) What we like about DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

Data for DFA Intermediate Govt Fixed-Income I Fund (DFIGX) as of February 28, 2010

  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) management has been with DFA Intermediate Govt Fixed-Income I Fund for 18.2 years
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) has good mid-term performance (3-year return 7.33% vs 5.47 % Intermediate Government category average)
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) has good Long-term performance (5-year return 5.86% vs 4.62 % Intermediate Government category average)
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) ratio of up-years vs down years is greater than 2
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) has a Morningstar rating of 4 and above
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) has an annual stock turnover rate of 8.00% vs Intermediate Government average of 283.09%. It is good that DFA Intermediate Govt Fixed-Income I management does not trade extensively for its return.
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) has a lower management fee than its Intermediate Government average: 0.15% vs 1.01%
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about DFA Intermediate Govt Fixed-Income I Fund (DFIGX) What we are cautious about DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

Data for DFA Intermediate Govt Fixed-Income I Fund (DFIGX) as of February 28, 2010

  • DFA Intermediate Govt Fixed-Income I Fund is a focused fund with 30.98% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) has a less-than-ideal short-term performance (1-year return 4.67% vs 6.94 % Intermediate Government category average)
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) is less safe compared to its Intermediate Government peers
  • DFA Intermediate Govt Fixed-Income I Fund (DFIGX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.74 that is higher than category average of 4.17
See DFA Intermediate Govt Fixed-Income I Fund (DFIGX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Intermediate Government category?

Below are some additional Intermediate Government mutual funds generated out of our database

  

DFA Intermediate Govt Fixed-Income I Fund (DFIGX) Net Asset

Track net asset change of DFA Intermediate Govt Fixed-Income I fund (DFIGX)

DateNet Asset
02/2010$1.62B
01/2010$1.60B
11/2009$1.53B
More historic net asset information on DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

  

DFA Intermediate Govt Fixed-Income I Fund (DFIGX) Portfolio Allocation

Track portfolio allocation change of DFA Intermediate Govt Fixed-Income I fund (DFIGX)

DateCashStockBondOther
11/20090.83%0%99.17%0%
09/20090.6%0%99.4%0%
08/20090.68%0%99.32%0%
Click here to see more historic asset allocation information on DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

  

Most Recent Top 10 Holdings in DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

Discover what DFA Intermediate Govt Fixed-Income I Fund (DFIGX) manager is buying

30-Nov-09
US Treasury Note 4.375% [3.95%]
FHLBA 5.375% [3.9%]
FHLBA 5.25% [3.78%]
US Treasury Note 4.875% [3.73%]
FHLBA 5% [2.9%]
Tennessee Valley Auth 6.79% [2.81%]
FHLBA 5.5% [2.7%]
US Treasury Bond 6.25% [2.59%]
US Treasury Bond 8.125% [2.57%]
FHLBA 5% [2.28%]

30-Sep-09
US Treasury Note 4.375% [4.15%]
FHLBA 5.375% [4.08%]
FHLBA 5.25% [3.94%]
US Treasury Note 4.875% [3.93%]
FHLBA 5% [3.05%]
Tennessee Valley Auth 6.79% [2.96%]
FHLBA 5.5% [2.81%]
US Treasury Bond 8.125% [2.69%]
US Treasury Note 4.25% [2.29%]
Tennessee Valley Auth 6% [2.22%]

31-Aug-09
US Treasury Note 4.375% [4.26%]
FHLBA 5.375% [4.18%]
US Treasury Note 4.875% [4.05%]
FHLBA 5.25% [4.03%]
FHLBA 5% [3.09%]
Tennessee Valley Auth 6.79% [3.06%]
FHLBA 5.5% [2.87%]
US Treasury Bond 8.125% [2.73%]
US Treasury Note 4.25% [2.35%]
TENNESSEE VALLEY AUTH [2.29%]
Click here for Stock Holding Change Map in DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

  

Related books and products to DFA Intermediate Govt Fixed-Income I Fund (DFIGX)

  

Latest News on DFA Intermediate Govt Fixed-Income I (DFIGX)

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