DFA Inflation-Protected Securities Portfolio Institutional Class is a mutual fund focused on providing investors with inflation protection and stable income by primarily investing in inflation-protected securities, such as U.S. Treasury Inflation-Protected Securities (TIPS). Under normal circumstances, the fund invests at least 80% of its net assets in these securities, which adjust their principal and interest payments in line with changes in inflation, making them distinct from conventional fixed-income instruments. The portfolio is managed by Dimensional Fund Advisors LP, emphasizing high credit quality, with an asset allocation almost entirely in domestic government bonds. Recognized within the inflation-protected bond category, the fund holds a diversified set of U.S. Treasury holdings and offers a modest expense ratio, making it cost-effective for institutional investors. Established in 2006, the fund plays a vital role in fixed income markets for those seeking to preserve purchasing power in the face of rising prices, and it is often used as a diversification component in larger fixed income and multi-asset portfolios seeking protection against inflation-driven volatility.
See your Portfolio Score and get data driven insights in ~60 seconds.
Opens in PortfolioPilot
Based on technical indicators and chart patterns, DIPSX shows...
Market sentiment analysis indicates...