DFA Global Allocation 25/75 Portfolio Institutional Class
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Rating
Reward
Risk
Fund Information
Fund Type
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Open/Closed to New Investors
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Cash
Stock
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U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Dimensional Fund Advisors
Manager/Tenure
(Years)
(Years)
David A. Plecha (21), Jed S. Fogdall (14), Joseph F. Kolerich (13), 3 others
Website
Address
Dimensional Fund Advisors
Santa Monica CA - 90401
Santa Monica CA - 90401
Country
United States
Phone Number
512-306-7400
Investment Strategy
The investment seeks total return consistent with current income and preservation of capital with some capital appreciation. The fund generally invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 5% to 45% (with a target allocation of approximately 25%) of the portfolio's assets to domestic and international equity underlying funds and approximately 55% to 95% (with a target allocation of approximately 75%) of the portfolio's assets to fixed income underlying funds.