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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: $15.03 on 9/4/2015, Change: -0.14 (-0.92%)

 

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

Fund Manager Information

Fund Manager Tenure: 3.5 years
Fund Family: Dimensional Fund Advisors
Fund Category: Moderate Allocation
Fund Performance: Jul 30, 2015
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 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 Jul 30, 2015

  • DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 3.5 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 0.89%
  • 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 Jul 30, 2015

  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal short-term performance (1-year return 1.76% vs 5.00% Moderate Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal mid-term performance (3-year return 9.37% vs 10.10% Moderate Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal Long-term performance (5-year return 8.45% vs 9.59% 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 5.96 that is higher than category average of 5.91
See DFA Global Allocation 60/40 I Fund (DGSIX) performance details as of Jul 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 I1.701.769.378.45
American Funds American Balanced R6 (RLBGX)2.438.1112.6312.51Compare
VY Invesco Equity and Income S2 (IVIPX)2.175.9312.9711.15Compare
Thrivent Balanced Income Plus I (IBBFX)3.125.8011.6310.56Compare

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)2.38%5.05%9.71%
AdvisorShares Global Echo ETF (GIVE)-0.31%4.44%8.01%
SPDR SSgA Income Allocation ETF (INKM)-0.62%1.01%5.09%
Multi-Asset Diversified Income ETF (MDIV)-2.82%-2.29%NaN
AdvisorShares Pring Turner Bus Cycle ETF (DBIZ)-2.49%-11.47%NaN

 

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
07/2015$2.97B
05/2015$2.94B
04/2015$2.91B
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
06/20159.79%54.85%33.54%1.16%
04/201510.06%54.68%33.3%1.22%
03/201510.02%55.21%32.5%1.6%
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

Jun 29, 2015
DFA US Core Equity 2 I [29.77%]
DFA Selectively Hedged Global F/I I [15.17%]
DFA International Core Equity I [14.26%]
DFA Short-Term Extended Quality I [10.12%]
DFA US Core Equity 1 I [10.08%]
DFA Intermediate-Term Extnd Qlty I [5.08%]
DFA Five-Year Global Fixed-Income I [5.06%]
DFA Emerging Markets Core Equity I [4.22%]
DFA World ex US Government Fxd Inc I [2.54%]
DFA Inflation-Protected Securities I [2.53%]

Apr 29, 2015
DFA US Core Equity 2 I [29.65%]
DFA Selectively Hedged Global F/I I [15.22%]
DFA International Core Equity I [14.53%]
DFA US Core Equity 1 I [10.06%]
DFA Short-Term Extended Quality I [10.06%]
DFA Five-Year Global Fixed-Income I [5.01%]
DFA Intermediate-Term Extnd Qlty I [4.99%]
DFA Emerging Markets Core Equity I [4.35%]
DFA Inflation-Protected Securities I [2.5%]
DFA World ex US Government Fxd Inc I [2.47%]

Mar 30, 2015
DFA US Core Equity 2 I [30.03%]
DFA Selectively Hedged Global F/I I [14.98%]
DFA International Core Equity I [14.47%]
DFA Short-Term Extended Quality I [10.06%]
DFA US Core Equity 1 I [9.99%]
DFA Five-Year Global Fixed-Income I [5.03%]
DFA Intermediate-Term Extnd Qlty I [5.01%]
DFA Emerging Markets Core Equity I [4.24%]
DFA World ex US Government Fxd Inc I [2.51%]
DFA Inflation-Protected Securities I [2.5%]
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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