DFA Global 60/40 I
6300 Bee Cave Road, Building One
Map
Phone: 888-5761167
| Category: | Moderate Allocation | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 752.59M | | Year-to-Date Return: | 23.52% | | Yield: | 1.61% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Dec-03 |
|
Stephen Clark
Lead Manager since
28-Feb-09 | | | Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks total return consisting of capital appreciation and current income. The fund invests approximately 60% of assets to equity underlying funds and normally 40% of the total assets to fixed-income underlying funds. |
| Last Dividend
(9-Dec-09):
| 0.06 | | Last Cap Gain
(10-Dec-08):
| 0.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
|
| Expense | DGSIX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
|
|
0.20% Nasdaq 
Profile
