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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
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Last Trade: $ on , Change: (0%)
Fund Manager - Jed S. Fogdall
Fund Manager Information
Fund Manager Tenure: 6.2 yearsFund 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?)
DFA 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.
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 6.2 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
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
What do you think?
Compare with other top Allocation--50% to 70% Equity category mutual funds
Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
DFA Global Allocation 60/40 I | 3.33 | -1.74 | 4.55 | 5.02 | |
American Funds American Balanced R6 (RLBGX) | 3.61 | 3.32 | 8.28 | 9.60 | Compare |
Thrivent Balanced Income Plus I (IBBFX) | 3.29 | -0.55 | 6.37 | 6.46 | Compare |
Pioneer Classic Balanced Y (AYBLX) | 1.60 | -2.02 | 6.89 | 7.06 | Compare |
See top fund managers for Allocation--50% to 70% Equity Category Funds
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Some Allocation--50% to 70% Equity ETFs for your consideration
ETF | Year to Date | One Year | Three Year | iShares Core Growth Allocation (AOR) | 2.87% | -1.59% | 5.38% |
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DFA Global Allocation 60/40 I (DGSIX) Fund Net Asset
Track net asset change of DFA Global Allocation 60/40 I fund (DGSIX)
Date | Net Asset |
05/2016 | $3.08B |
03/2016 | $2.98B |
02/2016 | $2.82B |
DFA Global Allocation 60/40 I (DGSIX) Fund Portfolio Allocation
Track portfolio allocation change of DFA Global Allocation 60/40 I fund (DGSIX)
Date | Cash | Stock | Bond | Other |
04/2016 | 10.2% | 56.71% | 32.22% | 0.34% |
02/2016 | 8.08% | 57.51% | 33.61% | 0.51% |
01/2016 | 7.71% | 56.45% | 34.77% | 0.36% |
Top 10 Holdings in DFA Global Allocation 60/40 I (DGSIX) Fund
Discover what DFA Global Allocation 60/40 I Fund (DGSIX) manager is buying
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%] | 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%] | 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%] |
Latest News on DFA Global Allocation 60/40 I (DGSIX) Fund
See what is happening with DFA Global Allocation 60/40 I Fund (DGSIX)
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Popular pages on DFA Global Allocation 60/40 I (DGSIX) Fund
- DFA Global Allocation 60/40 I (DGSIX) Fund Research and Recommendation
- DFA Global Allocation 60/40 I (DGSIX) Fund Performance Data
- DFA Global Allocation 60/40 I (DGSIX) Fund Manager Information
- Historic DFA Global Allocation 60/40 I (DGSIX) Fund Asset Allocation Report
- Historic DFA Global Allocation 60/40 I (DGSIX) Fund Top 10 Holding Tracking
- Historic DFA Global Allocation 60/40 I (DGSIX) Fund Asset Under Management Tracking