DGTSX – DFA Global Allocation 25/75 I Investment Strategy | Morningstar

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Strategy

The investment seeks total return consistent with current income and preservation of capital with some capital appreciation. 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% to 45% (with a target allocation of approximately 25%) of the portfolio's assets to domestic and international equity underlying funds and approximately 55% to 95% (with a target allocation of approximately 75%) of the portfolio's assets to fixed income underlying funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DGTSX	DFA Global Allocation 25/75 Portfolio Institutional Class	Institutional	Open			Dec 24, 2003	$642.72M	0.240%	Low	$0	−$46.73M

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