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

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13.80 +0.02 +0.15%

01:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

Morningstar Rating:
Total Assets: 659.34M

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Dfa Global Allocation 25/75 Portfolio Institutional Class 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. (ISIN: US25434D6334)

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Rating

1-Year Change - 1.85%

Prev. Close13.78

Risk Rating

TTM Yield3.21%

ROE26.41%

IssuerDimensional Fund Advisors

Turnover0.20%

ROA11.63%

Inception Date37979

Total Assets659.34M

Expenses0.24%

Min. InvestmentN/A

Market Cap66.44B

CategoryAllocation - - 15% to 30% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1015	1004	1074	1120	1260	1465
Fund Return	1.46%	0.37%	7.43%	3.84%	4.74%	3.89%
Place in category	146	105	95	12	10	22
% in Category	96	64	63	13	10	20

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	33.24B	1.39	11.27	11.79
DFA US Core Equity 2 I	31.24B	1.32	10.85	11.23
DFA International Core Equity I	31.65B	6.16	5.65	5.79
DFA Emerging Markets Core Equity I	27.11B	-0.04	2.01	4.45
DFA US Large Cap Value I	23.74B	4.87	8.28	8.92

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

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard LifeStrategy Income Inv	3.95B	2.26	1.62	3.20
Fidelity Asset Manager 20%	2.97B	2.02	2.47	3.49
PIMCO Inflation Response MultiAsst	1.66B	4.29	3.51	4.70
Great-West Conservative Profile II	1.23B	2.16	2.65	3.76
Principal SAM Flexible Income J	1.11B	2.62	2.71	3.80

Top Holdings

Name	ISIN	Weight %	Last	Change %
DFA Two-Year Global Fixed-Income I	-	29.99	-	-
DFA Short-Term Extended Quality I	-	29.99	-	-
DFA US Core Equity 2 I	-	13.72	-	-
DFA Inflation-Protected Securities I	-	11.02	-	-
DFA US Core Equity 1 I	-	4.58	-	-

Technical Summary

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

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