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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: $15.72 on 12/19/2014, Change: +0.04 (0.26%)

 

Graph of DFA Global Allocation 60/40 I Fund (DGSIX) ManagerFund Manager - Stephen A. Clark

Fund Manager Information

Fund Manager Tenure: 5.8 years
Fund Family: Dimensional Fund Advisors
Fund Category: Moderate Allocation
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: C (Score: 0.51)     (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 A. Clark

 

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 Nov 29, 2014

  • DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 5.8 years
  • 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: 0.29% vs 0.93%
  • 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 Nov 29, 2014

  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal short-term performance (1-year return 5.77% vs 8.63% Moderate Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal mid-term performance (3-year return 11.02% vs 12.28% Moderate Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal Long-term performance (5-year return 9.17% vs 9.98% 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 7.12 that is higher than category average of 6.76
See DFA Global Allocation 60/40 I Fund (DGSIX) performance details as of Nov 29, 2014

 

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 I4.575.7711.029.17
American Beacon Balanced A (ABFAX)8.979.9914.8010.96Compare
American Funds Inc Fund of Amer R6 (RIDGX)9.9011.7314.4512.09Compare
American Beacon Balanced Y (ACBYX)9.3610.3915.2111.36Compare

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 S&P Growth Allocation (AOR)6.99%8.29%11.47%

 

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
11/2014$2.68B
10/2014$2.57B
09/2014$2.47B
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
09/201411.67%55.31%30.92%1.5%
08/20149.86%56.08%32.19%1.18%
07/201410.85%53.96%33.05%1.11%
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

Sep 29, 2014
DFA US Core Equity 2 I [28.13%]
DFA International Core Equity I [16.02%]
DFA Selectively Hedged Global F/I I [15.07%]
DFA Short-Term Extended Quality I [10.13%]
DFA US Core Equity 1 I [9.46%]
DFA Intermediate-Term Extnd Qlty I [5.08%]
DFA Five-Year Global Fixed-Income I [5.06%]
DFA Emerging Markets Core Equity I [4.95%]
DFA World ex US Government Fxd Inc I [2.54%]
DFA Inflation-Protected Securities I [2.53%]

Aug 30, 2014
DFA US Core Equity 2 I [28.57%]
DFA International Core Equity I [16.05%]
DFA Selectively Hedged Global F/I I [14.94%]
DFA Short-Term Extended Quality I [9.96%]
DFA US Core Equity 1 I [9.55%]
DFA Emerging Markets Core Equity I [5.08%]
DFA Intermediate-Term Extnd Qlty I [4.97%]
DFA Five-Year Global Fixed-Income I [4.97%]
DFA Inflation-Protected Securities I [2.47%]
DFA World ex US Government Fxd Inc I [2.47%]

Jul 30, 2014
DFA US Core Equity 2 I [27.99%]
DFA International Core Equity I [16.05%]
DFA Selectively Hedged Global F/I I [15.15%]
DFA Short-Term Extended Quality I [10.14%]
DFA US Core Equity 1 I [9.37%]
DFA Emerging Markets Core Equity I [5.14%]
DFA Five-Year Global Fixed-Income I [5.06%]
DFA Intermediate-Term Extnd Qlty I [5.05%]
DFA Inflation-Protected Securities I [2.53%]
DFA World ex US Government Fxd Inc I [2.53%]
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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