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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: $16.06 on 8/26/2016, Change: -0.05 (-0.31%)

 

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

Fund Manager Information

Fund Manager Tenure: 4.5 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?)

 

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 May 30, 2016

  • DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 4.5 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

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 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 DFA Global Allocation 60/40 I Fund (DGSIX)Compare with other top Allocation--50% to 70% Equity category mutual funds

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

FundYear to Date1 Year3 year5 year
DFA Global Allocation 60/40 I3.33-1.744.555.02
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

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

 

Compare DFA Global Allocation 60/40 I Fund (DGSIX)Compare with Allocation--50% to 70% Equity category ETFs

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

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

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
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)

  

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
04/201610.2%56.71%32.22%0.34%
02/20168.08%57.51%33.61%0.51%
01/20167.71%56.45%34.77%0.36%
Click here to see more historic asset allocation information on DFA Global Allocation 60/40 I Fund (DGSIX)

 

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

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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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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