Dow Down 0.76% Nasdaq Down 0.11%

DFA Global Allocation 25/75 R2 (DFGPX)

12.76 0.00(0.00%) May 27
Prev Close:12.76
YTD Return*:2.27%
Net Assets*:718.02M
Yield*:1.05%

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for DFGPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
DFA Short-Term Extended Quality I29.77N/A
DFA Two-Year Global Fixed-Income I29.65N/A
DFA US Core Equity 2 I12.63N/A
DFA Inflation-Protected Securities I11.00N/A
DFA International Core Equity I6.28N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:718.02M
Category:Allocation--15% to 30% Equity
Annual Report Expense Ratio (net):0.51%

Performance & Risk

YTD Return:2.27%
5y Avg Return:2.69%
Rank in Category (ytd):73
% Rank in Category (ytd):32.16%
Beta (3y):0.47
Morningstar Risk Rating:2

Fund Summary

The investment seeks total return consistent with current income and preservation of capital with some capital appreciation. The fund generally invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 5% to 45% (with a target allocation of approximately 25%) of the portfolio's assets to domestic and international equity underlying funds and approximately 55% to 95% (with a target allocation of approximately 75%) of the portfolio's assets to fixed income underlying funds. View More
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