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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: $15.61 on 5/31/2016, Change: +0.01 (0.06%)

 

Graph of DFA Global Allocation 60/40 I Fund (DGSIX) ManagerFund Manager - Jed S. Fogdall

Fund Manager Information

Fund Manager Tenure: 4.3 years
Fund Family: Dimensional Fund Advisors
Fund Category: Moderate Allocation
Fund Performance: Mar 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

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 Mar 30, 2016

  • DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 4.3 years
  • DFA Global Allocation 60/40 I Fund (DGSIX) has good short-term performance (1-year return -1.54% vs -2.54% Moderate Allocation category median performance)
  • 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 7.67, lower than category average of 7.85
  • 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 Mar 30, 2016

  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal mid-term performance (3-year return 4.68% vs 5.46% Moderate Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal Long-term performance (5-year return 5.14% vs 5.98% 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
See DFA Global Allocation 60/40 I Fund (DGSIX) performance details as of Mar 30, 2016

 

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 I2.14-1.544.685.14
American Funds Income Fund of Amer R6 (RIDGX)3.120.797.168.22Compare
Thrivent Balanced Income Plus I (IBBFX)1.32-2.006.376.52Compare
ASTON/Montag & Caldwell Balanced I (MOBIX)0.852.816.537.20Compare

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)1.47%-1.34%5.51%

 

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
03/2016$2.98B
02/2016$2.82B
01/2016$2.82B
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
02/20168.08%57.51%33.61%0.51%
01/20167.71%56.45%34.77%0.36%
12/20158.28%57.55%33.04%0.85%
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

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%]

Dec 30, 2015
DFA US Core Equity 2 I [29.89%]
DFA Selectively Hedged Global F/I I [15.06%]
DFA International Core Equity I [14.69%]
DFA Short-Term Extended Quality I [10.04%]
DFA US Core Equity 1 I [9.96%]
DFA Intermediate-Term Extnd Qlty I [5.03%]
DFA Five-Year Global Fixed-Income I [5.02%]
DFA Emerging Markets Core Equity I [3.79%]
DFA Inflation-Protected Securities I [2.51%]
DFA World ex US Government Fxd Inc I [2.51%]
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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