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DFA Global 80EQ-20FI Portfolio A

DFA697
=
14.66
0.00
0.00%
2017-10-19
5 Years
  • Previous Close

    14.66

  • Net Assets

    98.38M

  • Yield

    0.95%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    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 80% in equity securities and 20% in fixed income securities. The asset allocation may be achieved through investments in other mutual funds or directly in individual securities.

Purchase Information

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

Inception

2012-09-11

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