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Morningstar

DFA Global Allocation 25/75 R2 DFGPX

Morningstar Analyst Rating
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 —

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis DFGPX

Will DFGPX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFGPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DFGPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DFGPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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