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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: $15.95 on 3/27/2015, Change: +0.03 (0.19%)

 

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

Fund Manager Information

Fund Manager Tenure: 9.2 years
Fund Family: Dimensional Fund Advisors
Fund Category: Moderate Allocation
Fund Performance: Feb 27, 2015
Fundmojo Fund Grade: D (Score: 0.46)     (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 Feb 27, 2015

  • DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 9.2 years
  • 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) has a lower expense ratio than its Moderate Allocation average: 0.29% vs 0.94%
  • 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 Feb 27, 2015

  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal short-term performance (1-year return 4.93% vs 7.67% Moderate Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal mid-term performance (3-year return 8.98% vs 10.28% Moderate Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a less-than-ideal Long-term performance (5-year return 9.23% 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 6.94 that is higher than category average of 6.58
See DFA Global Allocation 60/40 I Fund (DGSIX) performance details as of Feb 27, 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 I2.484.938.989.23
American Beacon Balanced A (ABFAX)2.039.4612.2311.14Compare
American Funds Inc Fund of Amer R6 (RIDGX)2.699.6412.5412.28Compare
American Beacon Balanced Y (ACBYX)2.089.8812.6411.54Compare

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)2.47%7.85%9.82%

 

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
02/2015$2.85B
01/2015$2.73B
12/2014$2.73B
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
01/201510.44%54.86%32.46%1.5%
12/201412.16%54.97%30.77%1.36%
10/201410.23%55.53%31.72%1.79%
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

Jan 30, 2015
DFA US Core Equity 2 I [27.74%]
DFA International Core Equity I [16.15%]
DFA Selectively Hedged Global F/I I [15.07%]
DFA Short-Term Extended Quality I [10.09%]
DFA US Core Equity 1 I [9.59%]
DFA Emerging Markets Core Equity I [5.09%]
DFA Intermediate-Term Extnd Qlty I [5.09%]
DFA Five-Year Global Fixed-Income I [5.06%]
DFA Inflation-Protected Securities I [2.56%]
DFA World ex US Government Fxd Inc I [2.55%]

Dec 30, 2014
DFA US Core Equity 2 I [28.54%]
DFA International Core Equity I [15.88%]
DFA Selectively Hedged Global F/I I [15.04%]
DFA Short-Term Extended Quality I [10.01%]
DFA US Core Equity 1 I [9.52%]
DFA Five-Year Global Fixed-Income I [5%]
DFA Intermediate-Term Extnd Qlty I [5%]
DFA Emerging Markets Core Equity I [4.97%]
DFA Inflation-Protected Securities I [2.49%]
DFA World ex US Government Fxd Inc I [2.49%]

Oct 30, 2014
DFA US Core Equity 2 I [28.65%]
DFA International Core Equity I [15.96%]
DFA Selectively Hedged Global F/I I [14.83%]
DFA Short-Term Extended Quality I [9.91%]
DFA US Core Equity 1 I [9.72%]
DFA Emerging Markets Core Equity I [5.03%]
DFA Intermediate-Term Extnd Qlty I [4.95%]
DFA Five-Year Global Fixed-Income I [4.95%]
DFA World ex US Government Fxd Inc I [2.48%]
DFA Inflation-Protected Securities I [2.47%]
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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