DGSIX – DFA Global Allocation 60/40 I Investment Strategy | Morningstar

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Strategy

The investment seeks total return consisting of capital appreciation and current income. The fund allocates its assets to underlying funds that invest in equity and fixed income securities. Generally, the Portfolio invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 40% to 80% of the Portfolio's assets to domestic and international equity underlying funds and 20% to 60% of its assets to fixed income underlying funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DGSIX	DFA Global Allocation 60/40 Portfolio Institutional Class	Institutional	Open			Dec 24, 2003	$3.67B	0.240%	Low	$0	−$354.38M

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