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: $16.19 on 7/22/2014, Change: +0.07 (0.43%)

 

Fund Manager - Stephen Clark

Fund Manager Information

Fund Manager Tenure: 5.4 years
Fund Family: Dimensional Fund Advisors
Fund Category: World Allocation
Fund Performance: Jun 29, 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

 

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 Jun 29, 2014

• DFA Global Allocation 60/40 I Fund (DGSIX) management has been with DFA Global Allocation 60/40 I Fund for 5.4 years
• DFA Global Allocation 60/40 I Fund (DGSIX) has good short-term performance (1-year return 16.66% vs 16.25% World Allocation category median performance)
• DFA Global Allocation 60/40 I Fund (DGSIX) has good mid-term performance (3-year return 8.89% vs 7.43% World Allocation category median performance)
• DFA Global Allocation 60/40 I Fund (DGSIX) has good Long-term performance (5-year return 12.30% vs 11.45% 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 9.69, lower than category average of 10.56
• 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

 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 Jun 29, 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 Jun 29, 2014

 

What do you think?

 

Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
DFA Global Allocation 60/40 I	5.29	16.66	8.89	12.30
American Funds Capital Inc Bldr R6 (RIRGX)	7.14	17.34	10.57	12.69	Compare
First Eagle Global A (SGENX)	6.30	17.64	9.42	13.66	Compare
MFS Global Total Return I (MFWIX)	5.29	15.41	9.63	11.32	Compare

See top fund managers for World Allocation Category Funds

 

Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETF	Year to Date	One Year	Three Year
IQ Hedge Macro Tracker ETF (MCRO)	2.59%	5.37%	0.04%

 

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
06/2014	$2.27B
03/2014	$2.08B
02/2014	$2.06B

More historic net asset information on DFA Global Allocation 60/40 I Fund (DGSIX)

  

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
04/2014	9.27%	56.48%	32.46%	1.21%
01/2014	9.77%	55.53%	33.34%	0.69%
12/2013	4.97%	31.99%	39.06%	0.36%

Click here to see more historic asset allocation information on DFA Global Allocation 60/40 I Fund (DGSIX)

 

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

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%]

Dec 30, 2013 DFA US Core Equity 2 I [28.63%] DFA International Core Equity I [16.48%] DFA Selectively Hedged Global F/I I [14.89%] DFA Short-Term Extended Quality I [9.89%] DFA US Core Equity 1 I [9.42%] DFA Emerging Markets Core Equity I [5.01%] DFA Five-Year Global Fixed-Income I [4.91%] DFA Intermediate-Term Extnd Qlty I [4.9%] DFA World ex US Government Fxd Inc I [2.43%] DFA Inflation-Protected Securities I [2.42%]

Click here for Stock Holding Change Map in 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