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    DFA Global Allocation 25/75 R2 (DFGPX)

    12.35 Down 0.06(0.48%) Feb 5
    Prev Close:12.41
    YTD Return*:-0.80%
    Net Assets*:695.07M
    Yield*:1.43%

    * As of 31-Jan-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 I30.01N/A
    DFA Two-Year Global Fixed-Income I30.01N/A
    DFA US Core Equity 2 I12.40N/A
    DFA Inflation-Protected Securities I11.02N/A
    DFA International Core Equity I6.10N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:695.07M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.51%

    Performance & Risk

    YTD Return:-0.80%
    5y Avg Return:2.63%
    Rank in Category (ytd):11
    % Rank in Category (ytd):1.3%
    Beta (3y):0.46
    Morningstar Risk Rating:1

    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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