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Dfa Social Fixed Income Portfolio - Institutional: (MF: DSFIX)

(NASDAQ Mutual Funds) As of Apr 8, 2026 05:30 PM ET

$9.24 USD

+0.03 (0.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.85 20
3 months 1.41 55
6 months 3.82 35
1 Year 6.17 45
3 Year 5.70 49
5 Year 0.66 71
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.06
5 Year -0.12
10 Year NA
Since Inception 1.98

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.64 1.43 2.03 0.78
2024 -0.14 0.26 4.57 -2.76
2023 3.19 -0.55 -2.04 6.63
2022 -6.38 -5.00 -4.65 2.51
2021 -3.73 2.19 -0.10 -0.44

Annual Return

2026202520242023202220212020201920182017
% Total Return 1.857.061.817.18-13.07-2.169.279.83-0.313.35
% Total Return Rel to Index 0.07-0.310.541.65-0.05-0.621.761.10-0.33-0.19
% Total Return Rel to Peer -0.300.04-2.060.78-3.54-2.833.331.850.82-0.65
% Perf Quintile vs Peer* 5.003.000.002.004.005.001.002.003.004.00
% Dividends 0.020.350.350.300.220.180.220.260.240.18
% Yield 0.063.653.733.682.401.641.922.442.411.76
Capital Gains ($) 0.000.000.000.000.000.100.020.000.000.00
Expense Ratio 0.000.220.220.220.220.230.250.260.250.27

* 1 = Top 20%, 5 = Bottom 20%