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The investment seeks to maximize total returns from the universe of debt securities in which the Portfolio invests. The fund seeks to maximize total returns from a universe of U.S. and foreign corporate debt securities that mature within five years from the date of settlement. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in debt securities.
Name | Title | Since | Until |
---|---|---|---|
Alexander Fridman | - | 2020 | Now |
Biography | Mr. Fridman is a Vice President and Portfolio Manager of the Dimensional Fund Advisors LP. Mr. Fridman holds an MBA from the University of Cambridge, a doctorate from Saint Petersburg State Polytechnical University, two MS degrees from the University of Southern California, and a BS from the University of California-Los Angeles. Mr. Fridman joined the Dimensional and has been a portfolio manager since 2013. | ||
David A. Plecha | Senior Portfolio Manager | 2015 | Now |
Biography | David Plecha is Dimensional’s Global Head of Fixed Income. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave received his Chartered Financial Analyst® designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner for Texas Instruments. | ||
Joseph F. Kolerich | Senior Portfolio Manager | 2015 | Now |
Biography | Joseph Kolerich is Head of Fixed Income, Americas, Senior Portfolio Manager and Vice President of Dimensional and a member of the Investment Committee. Mr. Kolerich has an MBA from the University of Chicago Booth School of Business and a BS from Northern Illinois University. Mr. Kolerich joined DFA as a portfolio manager in 2001 and has been responsible for the fixed income portfolios since 2012. |
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