You are using an older browser version. Please use a supported version for the best MSN experience.

DFA Global 40EQ-60FI Portfolio A

DFA602
12.86
+0.04
+0.31%
2017-10-20
5 Years
  • Previous Close

    12.82

  • Net Assets

    145.10M

  • Yield

    0.85%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Fixed-Income Balanced

  • Morningstar Risk

    Low

  • 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 40% in equity securities and 60% 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

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon