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Morningstar

DFA Global Allocation 60/40 I DGSIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 19.36  /  0.16 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.64%
  • Turnover —

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DGSIX

Will DGSIX 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 DGSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DGSIX 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 DGSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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DFA Global Allocation 60/40 I’s parent firm and notable investment philosophy underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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