Global Allocation is trading at 13.80 as of the 18th of January 2025; that is 0.15 percent up since the beginning of the trading day. The fund's open price was 13.78. Global Allocation has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
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 percent to 45 percent of the portfolios assets to domestic and international equity underlying funds and approximately 55 percent to 95 percent of the portfolios assets to fixed income underlying funds.. More on Global Allocation 2575
Global Allocation 2575 [DGTSX] is traded in USA and was established 18th of January 2025. Global Allocation is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 892.09 M in assets under management (AUM) with no minimum investment requirementsGlobal Allocation 2575 is currently producing year-to-date (YTD) return of 0.22% with the current yeild of 0.03%, while the total return for the last 3 years was 2.67%.
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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 2575 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 2575 Mutual Fund Constituents
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.