DFA Global Allocation 60/40 Portfolio

Frequently Asked Questions About DGSIX

What does DGSIX invest in?

This portfolio directs its investments into other specialized funds that, in turn, hold a diverse mix of stocks and bonds. Typically, the strategy involves dedicating roughly 40% to 80% of its total assets to underlying funds focused on global and domestic equities, while allocating the remaining 20% to 60% to underlying funds that invest in fixed-income securities.

What is the expense ratio of DGSIX?

DFA Global Allocation 60/40 Portfolio (DGSIX) charges an expense ratio of 0.40%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DGSIX?

DFA Global Allocation 60/40 Portfolio (DGSIX) manages $3.66B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is DGSIX actively managed or an index fund?

DGSIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DGSIX launched?

DFA Global Allocation 60/40 Portfolio (DGSIX) launched in December 2003 and is managed by Dimensional.

How has DGSIX performed?

DGSIX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.