DFA Global 60/40 I
1299 Ocean Avenue 11th Floor
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Phone: 310-633-7885
| Category: | World Allocation | | Fund Family: | Dimensional Investment Group | | Net Assets: | 775.93M | | Year-to-Date Return: | -7.18% | | Yield: | 2.75% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Dec-03 |
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Robert T. Deere
Lead Manager since
24-Dec-03 | | | Deere is a portfolio manager and vice president of Dimensional Fund Advisors LP. He joined Dimensional in 1991 and has been responsible for the domestic equity portfolios since 1994. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return consisting of capital appreciation and current income. The fund invests approximately 60% of assets to equity underlying funds and normally 40% of the total assets to fixed-income underlying funds. |
| Last Dividend
(9-Sep-08):
| 0.05 | | Last Cap Gain
(19-Dec-07):
| 0.12 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 50.86% |
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| Expense | DGSIX | Category
Avg | | Total Expense Ratio: | 0.31%
| 1.17% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.39% | | 3 Yr Expense Projection*: |
$143 | $684 | | 5 Yr Expense Projection*: |
$265 | $1,055 | | 10 Yr Expense Projection*: |
$621 | $2,095 |
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