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    DFA Global Allocation 60/40 I (DGSIX)

    16.19 Down 0.11(0.67%) Apr 17
    Prev Close:16.30
    YTD Return*:1.93%
    Net Assets*:2.86B
    Yield*:2.07%

    * As of 31-Mar-15

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

    Headlines

    ยป More Headlines for DGSIX

    Top Holdings

    Symbol% AssetsYTD Return %
    DFA US Core Equity 2 I28.32N/A
    DFA International Core Equity I16.34N/A
    DFA Selectively Hedged Global F/I I14.89N/A
    DFA US Core Equity 1 I9.99N/A
    DFA Short-Term Extended Quality I9.86N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.86B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.29%

    Performance & Risk

    YTD Return:1.93%
    5y Avg Return:8.18%
    Rank in Category (ytd):47
    % Rank in Category (ytd):4.93%
    Beta (3y):1.10
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks total return consisting of capital appreciation and current income. The fund generally invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 40% to 80% (with a target allocation of approximately 60%) of the 60/40 portfolio's assets to domestic and international equity underlying funds and 20% to 60% (with a target allocation of approximately 40%) of its assets to fixed income underlying funds. It further diversifies its investment portfolio by allocating its assets among underlying funds that represent a variety of different asset classes. View More
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