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Outline of DFA Global Allocation 60/40 I Fund (DGSIX)

DFA Global Allocation 60/40 I Fund ( DGSIX ) seeks total return consisting of capital appreciation and current income. DGSIX invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 40% to 80% of the 60/40 Portfolio's assets to domestic and international equity underlying funds and 20% to 60% of its assets to fixed income underlying funds.

This Allocation Balanced product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 3.6% and 5 year 7.8%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

DGSIX's performance, as of the last filing, when compared to funds in its category was in the top 14% over the past 1 year, and in the top 48% over the past 3 years and in the top 48% over the past 5 years.

The DFA Global Allocation 60/40 I fund, as of the last filing, allocates their fund in eight major groups; Foreign Bond, Large Value, Foreign Stock, Large Growth, High Yield Bond, Small Value, Intermediate Bond and Precious Metal. Further, as of the last filing, DFA INV US CORE EQUITY 2, DFA INV SEL HEDGED GL FIX and DFA INV INTL CORE EQUITY were the top holdings for DGSIX.

This Zacks Rank #2 (Buy) was incepted in May 2004 and is managed by Dimensional . DGSIX carries an expense ratio of 0.28% and requires a minimal initial investment of $0.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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