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DFA Global 60EQ-40FI Portfolio A

DFA604
14.16
+0.01
+0.07%
2017-10-16
5 Years
  • Previous Close

    14.15

  • Net Assets

    496.29M

  • Yield

    0.92%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Dimensional Fund Advisors Canada Inc

Fund Style

Open

Fund Manager

Jed Fogdall

Investment Style

Large Blend

The fundamental investment objective of the fund is to seek total return consisting of long-term capital appreciation and income at levels consistent with the fund’s asset allocation strategy. The fund will generally invest its assets to achieve a target asset allocation of approximately 60% in equity securities and 40% in fixed income securities. The asset allocation may be achieved through investments in other mutual funds or directly in individual securities. Fundamental investment objectives may only be changed with the approval of a majority of unitholders at a meeting called for that purpose.

Purchase Information

Initial Purchase 10,000
Initial Purchase: IRA 10,000
Initial Purchase: AIP 10,000

Inception

2011-09-07

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