DFA Global Allocation 25/75 Portfolio Institutional Class (DGTSX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.60% | 4.25% | -2.64% |
Year-to-Date | 1.90% | 3.59% | -1.69% |
1 Year | 2.72% | 0.00% | 2.72% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
8%
(moderate)
POTENTIAL GAIN & LOSS Help
The fund's risk of 8% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.27%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$352
Real cost (fees + lost compounding)
$434
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
0.72%