Global Allocation 60/40 PortfolioDGSIX
Type
Mutual fund
Peer group
Allocation
Net assets
$3.7B
Expense ratio
0.24%
1-year return
+14.0%
3 years, a year
+13.5%
5 years, a year
+7.3%
12-month yield
7.51%
Holdings
12
What it aims to do.
The investment objective of the Global Allocation 60/40 Portfolio (the 60/40 Portfolio or the Portfolio) is to seek total return consisting of capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| DFA US Core Equity 2 Portfolio | 32.18% |
| DFA Selectively Hedged Global Fixed Income Portfolio | 14.46% |
| International Core Equity 2 Portfolio | 11.45% |
| DFA US Core Equity 1 Portfolio | 10.94% |
| DFA Short-Term Extended Quality Portfolio | 9.57% |
| Emerging Markets Core Equity 2 Portfolio | 5.73% |
| DFA Global Core Plus Fixed Income Portfolio | 4.85% |
| DFA Five-Year Global Fixed Income Portfolio | 4.83% |
| DFA Inflation Protected Securities Portfolio | 2.44% |
| DFA International Government Fixed Income Portfolio | 2.41% |
More on DGSIX.
- DGSIX overview
- DGSIX holdings
- DGSIX risk
- DGSIX costs
- DGSIX money in and out
- DGSIX share classes
- Compare DGSIX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.