DGSIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

DFA Global Allocation 60/40 I (DGSIX) Ownership - Who owns DFA Global Allocation 60/40 I?

The investment seeks total return consisting of capital appreciation and current income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

DGSIX

Net Assets

3.46B

Fund Existence

over 21 years

Turnover

N/A

Total Expense Ratio

0.25

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.42

Assets in Top Ten Holdings

3.75B

Average Credit Quality

Average Effective Duration

1.70

Average Effective Maturity

2.76

Fund of Funds

Yes

Fund Share Class Net Assets

3.46B

Fund Type

OpenEnd

Index Fund

Management Fee

0.19

Modified Duration

1.95

No Load Fund

Yes

Number of Long Holdings

13.00

Number of Net Holdings

13.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.20

Weighting Top Ten Holdings

98.82%

Gain YTD

-1.019

Annual Yield % from dividends

2.68

Returns for 1 year

2.57

Returns for 3 years

9.19

Returns for 5 years

33.73

Returns for 10 years

46.78

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details