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DFEQX DFA Short-Term Extended Quality I

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Fund DFEQX DFA Short-Term Extended Quality I IBDB iShares iBonds Mar 2018 Term Corporate VSCSX Vanguard Short-Term Corp Bd Idx Admiral  
100% 94% 93%
Annual Fees
(0.22% Exp. Ratio)
(0.10% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$17,808.89 $18,462.76 $18,462.76
Est. savings over 30 yrs +$653.87 +$653.87
As of 11/30/16
1 YR RETURN 1.64%
3 YR 1.44%
5 YR 1.84%
10 YR --
1 YR RETURN 1.75%
3 YR 1.63%
5 YR --
10 YR --
1 YR RETURN 2.05%
3 YR 1.78%
5 YR 2.71%
10 YR --
The investment seeks to maximize total returns from the universe of debt securities in which the Portfolio invests. As a non-fundamental policy, under normal circumstances, the Portfolio will invest at least 80% of its net assets in fixed income securities considered to be investment grade quality. In addition, the Portfolio is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.
The investment seeks to track the investment results of the Bloomberg Barclays 2018 Maturity Corporate Index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing after March 31, 2017 and before April 1, 2018. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying fund) of the underlying index, except during the last months of the fund's operations. The underlying index is sponsored by Bloomberg Barclays Capital Inc. or its affiliates (the "index provider" or "Bloomberg Barclays"), which is independent of the fund and BFA. The fund is non-diversified.
The investment seeks to track the performance of a market-weighted corporate bond index with a short-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 1-5 Year Corporate Bond Index. This index includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by industrial, utility, and financial companies, with maturities between 1 and 5 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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