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DGTSX
Mutual Fund ticker: NASDAQ
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DFA Global Allocation 25/75 I (DGTSX) Ownership - Who owns DFA Global Allocation 25/75 I?

The investment seeks total return consistent with current income and preservation of capital with some capital appreciation... Show more

Profile

Category
Global Conservative Allocation
Address
Dimensional Investment Group Inc6300 Bee Cave Road,Building OneAustin
Phone
(512) 306-7400
Web
www.dimensional.com

Details

Group
Balanced Funds
Category
Conservative Allocation
Total Expense Ratio
0.24
Min. Initial Investment
N/A
Fund Existence
over 21 years
Turnover
N/A
Front Load
N/A
Net Assets
656053950.00
Manager Tenure
N/A

Fundamentals

DGTSX
Net Assets
656M
Fund Existence
over 21 years
Turnover
N/A
Total Expense Ratio
0.24
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Global Conservative Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.39
Assets in Top Ten Holdings
714M
Average Credit Quality
6
Average Effective Duration
1.59
Average Effective Maturity
2.46
Fund of Funds
Yes
Fund Share Class Net Assets
656M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.18
Modified Duration
1.87
No Load Fund
Yes
Number of Long Holdings
11.00
Number of Net Holdings
11.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.17
Weighting Top Ten Holdings
99.96%
Gain YTD
4.658
Annual Yield % from dividends
3.45
Returns for 1 year
2.65
Returns for 3 years
14.73
Returns for 5 years
13.48
Returns for 10 years
32.27
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General Information

Category ConservativeAllocation

Profile
Fundamentals
Details
Category
Global Conservative Allocation
Address
Dimensional Investment Group Inc6300 Bee Cave Road,Building OneAustin
Phone
(512) 306-7400
Web
www.dimensional.com