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

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

Last Trade: $14.76 on 5/21/2013, Change: +0.01 (0.07%)

 

Fund Manager - Stephen Clark

Fund Manager Information

Fund Manager Tenure: 4.2 years
Fund Family: Dimensional Fund Advisors
Fund Category: Moderate Allocation
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University.  Get more insights on Stephen Clark

 

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 Feb 27, 2013

• DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 4.2 years
• DFA Global Allocation 60/40 I Fund (DGSIX) has good mid-term performance (3-year return 9.23% vs 9.15% Moderate Allocation category median performance)
• DFA Global Allocation 60/40 I Fund (DGSIX) has good Long-term performance (5-year return 4.86% vs 4.16% Moderate Allocation 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) has a lower expense ratio than its Moderate Allocation average: 0.30% vs 0.98%
• 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 Feb 27, 2013

• DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal short-term performance (1-year return 8.49% vs 8.81% Moderate Allocation 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 Moderate Allocation peers
• DFA Global Allocation 60/40 I Fund (DGSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.62 that is higher than category average of 10.64

See DFA Global Allocation 60/40 I Fund (DGSIX) performance details as of Feb 27, 2013

 

Compare with other top Moderate Allocation category mutual funds

Aadditional top Moderate Allocation mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
DFA Global Allocation 60/40 I	3.32	8.49	9.23	4.86
American Funds Inc Fund of Amer R6 (RIDGX)	3.87	11.88	11.89	5.70	Compare
American Beacon Balanced Y (ACBYX)	4.00	10.37	10.06	5.01	Compare
American Funds American Balanced R6 (RLBGX)	4.41	12.11	11.96	6.04	Compare

See top fund managers for Moderate Allocation Category Funds

 

Compare with Moderate Allocation category ETFs

Some Moderate Allocation ETFs for your consideration

ETF	Year to Date	One Year	Three Year
iShares S&P Growth Allocation (AOR)	3.21%	8.37%	9.32%
iShares S&P Moderate Allocation (AOM)	2.02%	6.17%	7.10%
PowerShares Ibbotson Alternative Compltn (PTO)	0.34%	3.31%	5.55%
PowerShares RiverFront Tactical Gr & Inc (PCA)	2.17%	10.42%	7.48%

 

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
02/2013	$1.53B
01/2013	$1.51B
12/2012	$1.44B

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
12/2012	6.54%	59.59%	33.16%	0.68%
10/2012	10.9%	59.34%	29.28%	0.44%
09/2012	9.99%	60.27%	29.39%	0.32%

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

Dec 30, 2012 DFA US Core Equity 2 I [28.13%] DFA International Core Equity I [16.32%] DFA Selectively Hedged Global F/I I [14.93%] DFA Short-Term Extended Quality I [9.94%] DFA US Core Equity 1 I [9.48%] DFA Emerging Markets Core Equity I [5.26%] DFA Five-Year Global Fixed-Income I [4.97%] DFA Intermediate-Term Extnd Qlty I [4.96%] DFA World ex US Government Fxd Inc I [2.49%] DFA Inflation-Protected Securities I [2.47%]

Oct 30, 2012 DFA US Core Equity 2 I [27.94%] DFA International Core Equity I [16.47%] DFA Selectively Hedged Global F/I I [15.07%] DFA Short-Term Extended Quality I [10.05%] DFA US Core Equity 1 I [9.33%] DFA Emerging Markets Core Equity I [5.13%] DFA Intermediate-Term Extnd Qlty I [5.09%] DFA Five-Year Global Fixed-Income I [5.05%] DFA World ex US Government Fxd Inc I [2.53%] DFA Inflation-Protected Securities I [2.46%]

Sep 29, 2012 DFA US Core Equity 2 I [27.87%] DFA International Core Equity I [17.36%] DFA Selectively Hedged Global F/I I [14.92%] DFA Short-Term Extended Quality I [9.89%] DFA US Core Equity 1 I [9.19%] DFA Emerging Markets Core Equity I [5.23%] DFA Intermediate-Term Extnd Qlty I [4.91%] DFA Five-Year Global Fixed-Income I [4.91%] DFA Inflation-Protected Securities I [2.42%] DFA World ex US Government Fxd Inc I [2.42%]

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