DFA Investment Grade I (DFAPX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.89: the stock has moved about 11% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDFA Investment Grade I (DFAPX) trades at $9.65. DFA Investment Grade I is a fixed-income fund focused on investment-grade debt securities. The fund invests in U.S. and non-U.S. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for DFAPX: DFAPX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
DFA Investment Grade I (DFAPX) Financial Services Profile
DFA Investment Grade I is a fixed-income fund managing $12.96 billion in assets, primarily investing in investment-grade U.S. and non-U.S. corporate and government debt. The fund aims to provide income through diversified exposure to the fixed-income market, operating within the broader asset management sector.
What Is the Investment Thesis for DFAPX?
DFA Investment Grade I presents a stable investment option for income-seeking investors, with $12.96 billion in assets under management. The fund's commitment to maintaining at least 80% of its portfolio in investment-grade fixed income securities offers a relatively lower-risk profile compared to high-yield or emerging market debt funds. Key value drivers include the fund's diversified exposure to U.S. and non-U.S. corporate and government issuers, which mitigates concentration risk. Growth catalysts involve the increasing demand for fixed-income investments amid economic uncertainty and aging demographics seeking stable income streams. Potential risks include interest rate fluctuations, which can impact bond values, and credit spread widening, which can affect the fund's performance. The fund's beta of 0.89 indicates moderate volatility relative to the broader market.
Based on FMP financials and quantitative analysis
DFAPX Key Highlights
Market Cap of $12.96B, reflecting the fund's significant asset base and investor confidence.
- Investment in both U.S. and non-U.S. corporate and government issuers, providing geographic diversification.
- Policy of maintaining at least 80% of net assets in investment-grade fixed income securities, ensuring a focus on lower-risk assets.
- Operates within the asset management industry, catering to investors seeking stable income streams.
- Managed by Dimensional Fund Advisors, known for its systematic and research-driven investment processes.
Who Are DFAPX's Competitors?
DFAPX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CBTAX Six Circles Tax Aware Bond | $9.27 | -0.22% | $17.4B | — |
| DFEVX DFA Emerging Markets Value Portfolio | $45.71 | +0.91% | $15.1B | — |
| DFFVX DFA U.S. Targeted Value Portfolio | $42.17 | +0.96% | $15.6B | — |
| DFISX DFA International Small Company Portfolio | $27.49 | -0.18% | $15.6B | — |
| DFIVX DFA International Value Portfolio | $32.01 | +0.13% | $13.6B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DFAPX's Key Strengths?
Strong focus on investment-grade fixed income.
- Diversified exposure to U.S. and non-U.S. issuers.
- Systematic and research-driven investment process.
- Established brand reputation of Dimensional Fund Advisors.
What Are DFAPX's Weaknesses?
Limited exposure to high-yield or emerging market debt.
- Potential vulnerability to interest rate fluctuations.
- Reliance on investment-grade securities may limit potential returns.
- No dividend yield.
What Are the Key Risks for DFAPX?
Rising interest rates could negatively impact bond values.
- Credit spread widening could affect fund performance.
- Economic downturn could lead to credit downgrades and defaults.
- Increased competition from other fixed-income funds.
- Regulatory changes impacting the asset management industry.
What Are DFAPX's Competitive Advantages?
- Established track record in managing fixed-income portfolios.
- Systematic and research-driven investment process.
- Broad diversification across various issuers and sectors.
- Strong brand reputation of Dimensional Fund Advisors.
What Does DFAPX Do?
DFA Investment Grade I is a fixed-income fund managed by Dimensional Fund Advisors. The fund's primary objective is to generate income by investing in a broad portfolio of investment-grade debt securities. These securities are issued by both U.S. and non-U.S. corporate and government entities. The fund adheres to a policy where, under normal circumstances, at least 80% of its net assets are allocated to fixed-income securities that meet investment-grade quality standards. This strategy aims to provide a balance between risk and return, focusing on securities with a lower probability of default. The fund operates within the asset management industry, catering to investors seeking stable income streams through diversified fixed-income investments. Its investment approach emphasizes broad diversification across various issuers and sectors within the investment-grade universe. Dimensional Fund Advisors, the manager of DFAPX, is known for its systematic and research-driven investment processes, which aim to enhance portfolio returns while managing risk effectively. The fund's geographic reach extends to both domestic and international markets, providing investors with exposure to a global pool of investment-grade debt. The fund competes with other fixed-income funds and asset managers offering similar investment strategies, differentiating itself through its specific investment methodology and risk management practices. The fund's focus on investment-grade securities reflects a conservative approach to fixed-income investing, targeting investors who prioritize capital preservation and consistent income generation.
What Products and Services Does DFAPX Offer?
- Invests in a broad portfolio of investment-grade debt securities.
- Focuses on U.S. and non-U.S. corporate and government issuers.
- Maintains at least 80% of net assets in investment-grade quality fixed income.
- Seeks to generate income for investors through diversified fixed-income exposure.
- Manages risk through broad diversification across various issuers and sectors.
- Provides investors with exposure to a global pool of investment-grade debt.
- Employs a systematic and research-driven investment process.
How Does DFAPX Make Money?
- Generates revenue through management fees charged on assets under management.
- Invests in investment-grade debt securities to generate income for investors.
- Utilizes a diversified investment strategy to manage risk and enhance returns.
What Industry Does DFAPX Operate In?
DFA Investment Grade I operates within the asset management industry, which is characterized by intense competition and evolving regulatory landscapes. The industry is influenced by macroeconomic factors, such as interest rates, inflation, and economic growth. The demand for fixed-income investments is driven by investors seeking stable income and capital preservation, particularly in times of economic uncertainty. Competitors include other fixed-income funds and asset managers offering similar investment strategies. The fund's focus on investment-grade securities positions it as a relatively conservative option within the broader fixed-income market. The global asset management industry is projected to continue growing, driven by increasing wealth and aging populations seeking retirement income solutions.
Who Are DFAPX's Key Customers?
- Individual investors seeking stable income streams.
- Institutional investors, such as pension funds and endowments.
- Financial advisors and wealth management firms.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -3.5%.
DFAPX Financials
Bull Case vs Bear Case
Bull Case
- Strong focus on investment-grade fixed income.
- Diversified exposure to U.S. and non-U.S. issuers.
- Systematic and research-driven investment process.
- Established brand reputation of Dimensional Fund Advisors.
Bear Case
- Limited exposure to high-yield or emerging market debt.
- Potential vulnerability to interest rate fluctuations.
- Reliance on investment-grade securities may limit potential returns.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DFAPX Latest News
No recent news available for DFAPX.
DFAPX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DFAPX.
Price Targets
Wall Street price target analysis for DFAPX.
DFAPX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DFAPX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About DFA Investment Grade I (DFAPX) — Financials
What does DFA Investment Grade I do?
DFA Investment Grade I is a fixed-income fund that invests primarily in investment-grade debt securities issued by U.S. and non-U.S.
What are the main risks for DFAPX?
The main risks for DFAPX include interest rate risk, credit risk, and market risk. Interest rate risk refers to the potential for bond values to decline when interest rates rise. Credit risk is the risk that issuers of debt securities may default on their obligations. Market risk encompasses broader economic and market factors that can impact the fund's performance.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on the available source data and may not be exhaustive.