Global Allocation 6040 Fund Quote
| DGSIX Fund | USD 22.35 0.03 0.13% |
Performance5 of 100
| Odds Of DistressLess than 9
|
Global Allocation is trading at 22.35 as of the 22nd of November 2024; that is 0.13 percent up since the beginning of the trading day. The fund's open price was 22.32. Global Allocation has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for Global Allocation 6040 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
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 percent to 80 percent of the Portfolios assets to domestic and international equity underlying funds and 20 percent to 60 percent of its assets to fixed income underlying funds.. More on Global Allocation 6040
Moving together with Global Mutual Fund
Moving against Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 30th of September 2024 |
Global Allocation 6040 [DGSIX] is traded in USA and was established 22nd of November 2024. Global Allocation is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 4.29 B in assets under management (AUM) with no minimum investment requirementsGlobal Allocation 6040 is currently producing year-to-date (YTD) return of 11.91% with the current yeild of 0.03%, while the total return for the last 3 years was 4.1%.
Check Global Allocation Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Global Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Global Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Global Allocation 6040 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Global Allocation 6040 Mutual Fund Constituents
| DFCEX | Emerging Markets E | Mutual Fund | Diversified Emerging Mkts | |
| DFEOX | Us E Equity | Mutual Fund | Large Blend | |
| DFEQX | Dfa Short Term Extended | Mutual Fund | Short-Term Bond | |
| DFGBX | Dfa Five Year Global | Mutual Fund | World Bond-USD Hedged | |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend | |
| DFQTX | Us E Equity | Mutual Fund | Large Blend | |
| DFSHX | Dfa Selectively Hedged | Mutual Fund | World Bond | |
| DIPSX | Dfa Inflation Protected | Mutual Fund | Inflation-Protected Bond |
Global Allocation 6040 Risk Profiles
| Mean Deviation | 0.3427 | |||
| Semi Deviation | 0.3596 | |||
| Standard Deviation | 0.4524 | |||
| Variance | 0.2046 |
Global Allocation Against Markets
Other Information on Investing in Global Mutual Fund
Global Allocation financial ratios help investors to determine whether Global Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Global with respect to the benefits of owning Global Allocation security.
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