Global Allocation 2575 Fund Quote
| DGTSX Fund | USD 14.34 0.03 0.21% |
PerformanceSolid
| Odds Of DistressLow
|
Global Allocation is trading at 14.34 as of the 3rd of September 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 14.37. Global Allocation has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 5th of June 2025 and ending today, the 3rd of September 2025. Click here to learn more.
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 percent to 45 percent of the portfolios assets to domestic and international equity underlying funds and approximately 55 percent to 95 percent of the portfolios assets to fixed income underlying funds.. More on Global Allocation 2575
Moving together with GLOBAL Mutual Fund
GLOBAL Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Allocation--15% to 30% Equity, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 30th of September 2025 |
Global Allocation 2575 [DGTSX] is traded in USA and was established 3rd of September 2025. Global Allocation is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 892.09 M in assets under management (AUM) with no minimum investment requirementsGlobal Allocation 2575 is currently producing year-to-date (YTD) return of 5.1% with the current yeild of 0.03%, while the total return for the last 3 years was 6.38%.
Check Global Allocation Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on GLOBAL Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding GLOBAL Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Global Allocation 2575 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Global Allocation 2575 Mutual Fund Constituents
| DFCEX | Emerging Markets E | Mutual Fund | Diversified Emerging Mkts | |
| DFEOX | Us E Equity | Mutual Fund | Large Blend | |
| DFEQX | Dfa Short Term Extended | Mutual Fund | Short-Term Bond | |
| DFGFX | Dfa Two Year Global | Mutual Fund | World Bond-USD Hedged | |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend | |
| DFITX | Dfa International Real | Mutual Fund | Global Real Estate | |
| DFQTX | Us E Equity | Mutual Fund | Large Blend | |
| DFREX | Dfa Real Estate | Mutual Fund | Real Estate |
Global Allocation 2575 Risk Profiles
| Mean Deviation | 0.1265 | |||
| Standard Deviation | 0.1685 | |||
| Variance | 0.0284 | |||
| Downside Variance | 0.0273 |
Global Allocation Against Markets
Other Information on Investing in GLOBAL Mutual Fund
Global Allocation financial ratios help investors to determine whether GLOBAL Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in GLOBAL with respect to the benefits of owning Global Allocation security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |