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DFA Global Allocation 60/40 I DGSIX

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

Morningstar’s Analysis DGSIX

Will DGSIX outperform in future?

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

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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