The investment seeks to provide total return consistent with inflation protected instruments. The fund is a "fund of funds." It generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities. The Retirement Fixed Income Portfolio II typically allocates its investments among the underlying funds in the following manner: 75% to 95% in the DFA Inflation-Protected Securities Portfolio, 0% to 25% in the DFA One-Year Fixed Income Portfolio, and 0% to 25% in the Dimensional Retirement Fixed Income Fund III.
Fund filings (PDF) »
David Plecha (Started: May 16, 2012)
Joseph Kolerich (Started: May 16, 2012)
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Dimensional Fund Advisors, 1299 Ocean Avenue, 11th Floor