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DFA Global Allocation 25/75 I DGTSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DGTSX

Will DGTSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGTSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DGTSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DGTSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Targeting factors efficiently and consistently.

Associate Analyst Michael Dobson

Michael Dobson

Associate Analyst

Summary

Dimensional Fund Advisors continue a consistent and efficient approach to targeting factor premiums, presenting a compelling and cheap set of risk options.

by Michael Dobson
Rated on Published on

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