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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: $14.44 on 2/5/2016, Change: -0.15 (-1.03%)

 

Graph of DFA Global Allocation 60/40 I Fund (DGSIX) ManagerFund Manager - Joseph H. Chi

Fund Manager Information

Fund Manager Tenure: 3.9 years
Fund Family: Dimensional Fund Advisors
Fund Category: Moderate Allocation
Fund Performance: Dec 30, 2015
Fundmojo Fund Grade: C (Score: 0.52)     (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 Joseph H. Chi

 

Graph of DFA Global Allocation 60/40 I Fund (DGSIX) ProfileDFA 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.

 

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

Data for DFA Global Allocation 60/40 I Fund (DGSIX) as of Dec 30, 2015

  • DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 3.9 years
  • DFA Global Allocation 60/40 I Fund (DGSIX) ratio of up-years vs down years is greater than 2
  • DFA Global Allocation 60/40 I Fund (DGSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.97, lower than category average of 7.28
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a lower expense ratio than its Moderate Allocation average: 0.29% vs 0.89%
  • 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

DFA Global Allocation 60/40 I Fund (DGSIX) Weakness 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 Dec 30, 2015

  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal short-term performance (1-year return -1.74% vs -1.30% Moderate Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal mid-term performance (3-year return 5.73% vs 7.13% Moderate Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal Long-term performance (5-year return 5.51% vs 6.62% 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
See DFA Global Allocation 60/40 I Fund (DGSIX) performance details as of Dec 30, 2015

 

What do you think?

 

Compare DFA Global Allocation 60/40 I Fund (DGSIX)Compare with other top Moderate Allocation category mutual funds

Aadditional top Moderate Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA Global Allocation 60/40 I-1.74-1.745.735.51
American Funds American Balanced R6 (RLBGX)2.032.0310.8110.18Compare
Thrivent Balanced Income Plus I (IBBFX)-0.43-0.438.397.21Compare
ASTON/Montag & Caldwell Balanced I (MOBIX)3.953.958.337.54Compare

See top fund managers for Moderate Allocation Category Funds

 

Compare DFA Global Allocation 60/40 I Fund (DGSIX)Compare with Moderate Allocation category ETFs

Some Moderate Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)-1.07%-1.07%6.79%

 

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

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

DateNet Asset
12/2015$2.92B
11/2015$2.97B
10/2015$2.96B
More historic net asset information on DFA Global Allocation 60/40 I Fund (DGSIX)

  

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

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

DateCashStockBondOther
11/20158.65%57.76%32.61%0.71%
10/20158.45%57.38%32.61%1.27%
09/20158.73%54.96%34.73%1.22%
Click here to see more historic asset allocation information on DFA Global Allocation 60/40 I Fund (DGSIX)

 

graph of DFA Global Allocation 60/40 I Fund (DGSIX) Top 10 Position TrackingTop 10 Holdings in DFA Global Allocation 60/40 I (DGSIX) Fund

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

Nov 29, 2015
DFA US Core Equity 2 I [30.38%]
DFA Selectively Hedged Global F/I I [15.01%]
DFA International Core Equity I [14.48%]
DFA US Core Equity 1 I [10.11%]
DFA Short-Term Extended Quality I [10.01%]
DFA Intermediate-Term Extnd Qlty I [5.01%]
DFA Five-Year Global Fixed-Income I [5%]
DFA Emerging Markets Core Equity I [3.69%]
DFA World ex US Government Fxd Inc I [2.53%]
DFA Inflation-Protected Securities I [2.5%]

Oct 30, 2015
DFA US Core Equity 2 I [30.27%]
DFA Selectively Hedged Global F/I I [14.91%]
DFA International Core Equity I [14.5%]
DFA US Core Equity 1 I [10.34%]
DFA Short-Term Extended Quality I [9.95%]
DFA Intermediate-Term Extnd Qlty I [4.98%]
DFA Five-Year Global Fixed-Income I [4.96%]
DFA Emerging Markets Core Equity I [3.81%]
DFA World ex US Government Fxd Inc I [2.53%]
DFA Inflation-Protected Securities I [2.5%]

Sep 29, 2015
DFA US Core Equity 2 I [29.09%]
DFA Selectively Hedged Global F/I I [15.43%]
DFA International Core Equity I [13.82%]
DFA Short-Term Extended Quality I [10.44%]
DFA US Core Equity 1 I [10.12%]
DFA Intermediate-Term Extnd Qlty I [5.36%]
DFA Five-Year Global Fixed-Income I [5.32%]
DFA Emerging Markets Core Equity I [3.74%]
DFA World ex US Government Fxd Inc I [2.7%]
DFA Inflation-Protected Securities I [2.61%]
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

See what is happening with DFA Global Allocation 60/40 I Fund (DGSIX)

 

DFA Global Allocation 60/40 I Fund (DGSIX) Related ResourcesSee more information on DFA Global Allocation 60/40 I (DGSIX) Fund

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