Morningstar

Dimensional Global Core Pls Fxd Inc ETF DFGP

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFGP

Will DFGP outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFGP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFGP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFGP’s parent organization’s priorities and whether they’re in line with investors’ interests.

Dimensional Global Core Pls Fxd Inc ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFGP

More DFGP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 2.5%

2.06 21.2 Mil
Securitized

Federal National Mortgage Association 2%

2.06 21.2 Mil
Securitized

Federal National Mortgage Association 6.5%

1.93 19.9 Mil
Securitized

United States Treasury Notes 0%

1.44 14.8 Mil
Government

Federal National Mortgage Association 6%

1.19 12.2 Mil
Securitized

United States Treasury Notes 0%

1.15 11.8 Mil
Government

United States Treasury Notes 0%

1.10 11.4 Mil
Government

Japan (Government Of) 0.6%

1.08 11.2 Mil
Government

Skandinaviska Enskilda Banken AB (publ) 4.018%

1.04 10.7 Mil
Corporate

Japan (Government Of) 0.4%

0.97 10.0 Mil
Government

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