3 / 5 Stars
4 4 3 5 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 120 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 16.44 percent over the past year, 8.62 percent over the past three years, 11.99 percent over the past five years, and 6.82 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.2%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||6.8%|
The investment seeks total return consisting of capital appreciation and current income. The fund generally invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 40% to 80% (with a target allocation of approximately 60%) of the 60/40 portfolio's assets to domestic and international equity underlying funds and 20% to 60% (with a target allocation of approximately 40%) of its assets to fixed income underlying funds. It further diversifies its investment portfolio by allocating its assets among underlying funds that represent a variety of different asset classes.
Fees are Low compared to funds in the same category.
DFA Global Allocation 60/40 Portfolio has an expense ratio of 0.54 percent.
Risk is Average compared to funds in the same category according to Morningstar.