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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: $16.24 on 8/29/2014, Change: +0.03 (0.19%)

 

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

Fund Manager Information

Fund Manager Tenure: 5.5 years
Fund Family: Dimensional Fund Advisors
Fund Category: World Allocation
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: A (Score: 0.72)     (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 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 Jul 30, 2014

  • DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 5.5 years
  • DFA Global Allocation 60/40 I Fund (DGSIX) has good short-term performance (1-year return 10.77% vs 10.74% World Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has good mid-term performance (3-year return 8.62% vs 7.05% World Allocation category median performance)
  • DFA Global Allocation 60/40 I Fund (DGSIX) has good Long-term performance (5-year return 10.61% vs 9.67% World Allocation 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 9.74, lower than category average of 10.43
  • DFA Global Allocation 60/40 I Fund (DGSIX) has a lower expense ratio than its World Allocation average: 0.29% vs 1.08%
  • 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, 2014

  • DFA Global Allocation 60/40 I Fund (DGSIX) has a Morningstar rating of 3 and below
See DFA Global Allocation 60/40 I Fund (DGSIX) performance details as of Jul 30, 2014

 

What do you think?

 

Compare DFA Global Allocation 60/40 I Fund (DGSIX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA Global Allocation 60/40 I3.6610.778.6210.61
American Funds Capital Inc Bldr R6 (RIRGX)5.4111.9710.3810.96Compare
Columbia Global Opportunities A (IMRFX)2.628.848.1510.21Compare
American Funds Capital Inc Bldr 529A (CIRAX)5.1511.529.9410.54Compare

See top fund managers for World Allocation Category Funds

 

Compare DFA Global Allocation 60/40 I Fund (DGSIX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)1.53%3.00%-0.81%

 

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
07/2014$2.32B
06/2014$2.27B
03/2014$2.08B
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
05/20149.69%56.4%32.04%1.34%
04/20149.27%56.48%32.46%1.21%
01/20149.77%55.53%33.34%0.69%
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

May 30, 2014
DFA US Core Equity 2 I [28.25%]
DFA International Core Equity I [16.08%]
DFA Selectively Hedged Global F/I I [14.95%]
DFA Short-Term Extended Quality I [9.98%]
DFA US Core Equity 1 I [9.49%]
DFA Emerging Markets Core Equity I [5.12%]
DFA Intermediate-Term Extnd Qlty I [4.98%]
DFA Five-Year Global Fixed-Income I [4.98%]
DFA Inflation-Protected Securities I [2.49%]
DFA World ex US Government Fxd Inc I [2.49%]

Apr 29, 2014
DFA US Core Equity 2 I [28.29%]
DFA International Core Equity I [16.2%]
DFA Selectively Hedged Global F/I I [15%]
DFA Short-Term Extended Quality I [9.98%]
DFA US Core Equity 1 I [9.52%]
DFA Emerging Markets Core Equity I [5.12%]
DFA Intermediate-Term Extnd Qlty I [5%]
DFA Five-Year Global Fixed-Income I [4.99%]
DFA Inflation-Protected Securities I [2.5%]
DFA World ex US Government Fxd Inc I [2.5%]

Jan 30, 2014
DFA US Core Equity 2 I [27.89%]
DFA International Core Equity I [15.9%]
DFA Selectively Hedged Global F/I I [15.18%]
DFA Short-Term Extended Quality I [10.18%]
DFA US Core Equity 1 I [9.46%]
DFA Intermediate-Term Extnd Qlty I [5.17%]
DFA Five-Year Global Fixed-Income I [5.14%]
DFA Emerging Markets Core Equity I [4.99%]
DFA Inflation-Protected Securities I [2.58%]
DFA World ex US Government Fxd Inc I [2.58%]
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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