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DFA Global Allocation 25/75 R2 DFGPX

Quantitative rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 13.49  /  0.22 %
  • Total Assets 813.9 Mil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.480%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.83%
  • Turnover

Morningstar’s Analysis DFGPX

Will DFGPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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DFA Global Allocation 25/75 R2’s parent firm and notable investment philosophy are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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