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Dfa Global Allocation 25/75 Portfolio Institutional Class (DGTSX)

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14.50 +0.03    +0.21%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 686.69M
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
DFA Global Allocation 25/75 I 14.50 +0.03 +0.21%

DGTSX Overview

 
Find basic information about the Dfa Global Allocation 25/75 Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DGTSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.93%
Prev. Close14.47
Risk Rating
TTM Yield3.26%
ROE26.23%
IssuerDimensional Fund Advisors
Turnover0.20%
ROA11.35%
Inception Date37979
Total Assets686.69M
Expenses0.24%
Min. InvestmentN/A
Market Cap59.46B
CategoryAllocation - - 15% to 30% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1069 1013 1124 1078 1234 1458
Fund Return 6.89% 1.29% 12.44% 2.55% 4.3% 3.85%
Place in category 24 20 128 10 9 16
% in Category 15 16 82 11 8 15

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 37.16B 18.75 8.68 11.96
  DFA US Core Equity 2 I 35.48B 18.07 8.52 11.41
  DFA International Core Equity I 30.65B 6.51 2.60 5.71
  DFA Emerging Markets Core Equity I 27.82B 10.46 2.29 4.58
  DFA US Large Cap Value I 25.83B 14.64 7.57 8.98

Top Funds for Allocation--15% to 30% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard LifeStrategy Income Inv 3.97B 4.69 -0.36 3.24
  Fidelity Asset Manager 20% 3.09B 5.25 0.73 3.46
  PIMCO Inflation Response MultiAsst 1.64B 6.59 3.06 4.46
  Principal SAM Flexible Income J 1.15B 6.42 0.41 3.70
  Great-West Conservative Profile II 1.12B 5.42 1.16 3.76

Top Holdings

Name ISIN Weight % Last Change %
DFA Two-Year Global Fixed-Income I - 30.02 - -
DFA Short-Term Extended Quality I - 29.99 - -
DFA US Core Equity 2 I - 13.37 - -
DFA Inflation-Protected Securities I - 10.98 - -
DFA International Core Equity I - 4.61 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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