DFA Global Allocation 60/40 I (DGSIX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA Global Allocation 60/40 I (DGSIX) Fund

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Fund Manager - Jed S. Fogdall

Fund Manager Information

Fund Manager Tenure: 6.2 years
Fund Family: Dimensional Fund Advisors
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)

 

DFA Global Allocation 60/40 I Fund (DGSIX) Profile

Fund Profile and Description

DFA Global Allocation 60/40 I Fund seeks total return consisting of capital appreciation and current income. DFA Global Allocation 60/40 I 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 fund's assets to domestic and international equity underlying funds, and 20% to 60% (with a target allocation of approximately 40%) of assets to fixed income underlying funds.

 

 What we like about DFA Global Allocation 60/40 I (DGSIX) Fund

Data for DFA Global Allocation 60/40 I Fund (DGSIX) as of May 30, 2016

• DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 6.2 years
• DFA Global Allocation 60/40 I Fund (DGSIX) has good short-term performance (1-year return -1.74% vs -1.86% Allocation--50% to 70% Equity category median performance)
• DFA Global Allocation 60/40 I Fund (DGSIX) ratio of up-years vs down years is greater than 2
• Asset base in DFA Global Allocation 60/40 I Fund (DGSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• DFA Global Allocation 60/40 I Fund (DGSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.66, lower than category average of 7.71
• DFA Global Allocation 60/40 I Fund (DGSIX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.29% vs 0.85%
• DFA Global Allocation 60/40 I Fund (DGSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about DFA Global Allocation 60/40 I (DGSIX) Fund

Data for DFA Global Allocation 60/40 I Fund (DGSIX) as of May 30, 2016

• DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal mid-term performance (3-year return 4.55% vs 5.29% Allocation--50% to 70% Equity category median performance)
• DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal Long-term performance (5-year return 5.02% vs 5.94% Allocation--50% to 70% Equity category median performance)
• DFA Global Allocation 60/40 I Fund (DGSIX) has a Morningstar rating of 3 and below
• DFA Global Allocation 60/40 I Fund (DGSIX) is less safe compared to its Allocation--50% to 70% Equity peers

See DFA Global Allocation 60/40 I Fund (DGSIX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
DFA Global Allocation 60/40 I	3.33	-1.74	4.55	5.02
American Funds American Balanced R6 (RLBGX)	3.61	3.32	8.28	9.60	Compare
Thrivent Balanced Income Plus I (IBBFX)	3.29	-0.55	6.37	6.46	Compare
Pioneer Classic Balanced Y (AYBLX)	1.60	-2.02	6.89	7.06	Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETF	Year to Date	One Year	Three Year
iShares Core Growth Allocation (AOR)	2.87%	-1.59%	5.38%

 

DFA Global Allocation 60/40 I (DGSIX) Fund Net Asset

Track net asset change of DFA Global Allocation 60/40 I fund (DGSIX)

Date	Net Asset
05/2016	$3.08B
03/2016	$2.98B
02/2016	$2.82B

More historic net asset information on DFA Global Allocation 60/40 I Fund (DGSIX)

  

DFA Global Allocation 60/40 I (DGSIX) Fund Portfolio Allocation

Track portfolio allocation change of DFA Global Allocation 60/40 I fund (DGSIX)

Date	Cash	Stock	Bond	Other
04/2016	10.2%	56.71%	32.22%	0.34%
02/2016	8.08%	57.51%	33.61%	0.51%
01/2016	7.71%	56.45%	34.77%	0.36%

Click here to see more historic asset allocation information on DFA Global Allocation 60/40 I Fund (DGSIX)

 

Top 10 Holdings in DFA Global Allocation 60/40 I (DGSIX) Fund

Discover what DFA Global Allocation 60/40 I Fund (DGSIX) manager is buying

Apr 29, 2016 DFA US Core Equity 2 I [29.98%] DFA Selectively Hedged Global F/I I [15.01%] DFA International Core Equity I [14.77%] DFA US Core Equity 1 I [9.99%] DFA Short-Term Extended Quality I [9.96%] DFA Intermediate-Term Extnd Qlty I [4.95%] DFA Five-Year Global Fixed-Income I [4.92%] DFA Emerging Markets Core Equity I [4.03%] DFA Inflation-Protected Securities I [2.44%] DFA World ex US Government Fxd Inc I [2.41%]

Feb 28, 2016 DFA US Core Equity 2 I [30.53%] DFA Selectively Hedged Global F/I I [14.89%] DFA International Core Equity I [14.44%] DFA US Core Equity 1 I [10.01%] DFA Short-Term Extended Quality I [9.93%] DFA Intermediate-Term Extnd Qlty I [5.01%] DFA Five-Year Global Fixed-Income I [5%] DFA Emerging Markets Core Equity I [3.73%] DFA Inflation-Protected Securities I [2.53%] DFA World ex US Government Fxd Inc I [2.53%]

Jan 30, 2016 DFA US Core Equity 2 I [30.37%] DFA Selectively Hedged Global F/I I [14.85%] DFA International Core Equity I [14.67%] DFA US Core Equity 1 I [9.96%] DFA Short-Term Extended Quality I [9.93%] DFA Intermediate-Term Extnd Qlty I [5.01%] DFA Five-Year Global Fixed-Income I [5%] DFA Emerging Markets Core Equity I [3.74%] DFA World ex US Government Fxd Inc I [2.55%] DFA Inflation-Protected Securities I [2.54%]

Click here for Stock Holding Change Map in DFA Global Allocation 60/40 I Fund (DGSIX)

  

Latest News on DFA Global Allocation 60/40 I (DGSIX) Fund

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Popular pages on DFA Global Allocation 60/40 I (DGSIX) Fund

• DFA Global Allocation 60/40 I (DGSIX) Fund Research and Recommendation
• DFA Global Allocation 60/40 I (DGSIX) Fund Performance Data
• DFA Global Allocation 60/40 I (DGSIX) Fund Manager Information
• Historic DFA Global Allocation 60/40 I (DGSIX) Fund Asset Allocation Report
• Historic DFA Global Allocation 60/40 I (DGSIX) Fund Top 10 Holding Tracking
• Historic DFA Global Allocation 60/40 I (DGSIX) Fund Asset Under Management Tracking