DFA Global Allocation 60/40 I (DGSIX – MF report) a Zacks Rank #1 (Strong Buy) seeks total return consisting of capital appreciation and current income. DGSIX invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 40% to 80% of the 60/40 Portfolio’s assets to domestic and international equity underlying funds and 20% to 60% of its assets to fixed income underlying funds.
This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Value, Intermediate Bond and Foreign Stock. Further, as of the last filing, DFA INV US CORE EQUITY 2 PTF, DFA INV SEL HEDGED GL FIX INC and DFA INV INTL CORE EQUITY PTF were the top holdings for DGSIX.
The DFA Global Allocation 60/40 I fund, managed by Dimensional, carries an expense ratio of 0.29%.
DGSIX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 4.56% and 5 year 5.02%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
DGSIX’s performance, as of the last filing, when compared to funds in its category was in the top 47% in 1 year, top 53% over the past 3 years, and in the 59% over the past 5 years.
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