Fund info

DFA Global Allocation 25/75 Portfolio Institutional Class is a target‑risk mutual fund designed to balance income generation with capital preservation. It allocates roughly one quarter to global equities and three quarters to high‑quality fixed income, with stated ranges of about 5%–45% in stocks and 55%–95% in bonds to maintain a conservative risk profile. The fund pursues total return consistent with current income and stability, investing through underlying Dimensional strategies that emphasize diversified core equity exposure across U.S., international, and emerging markets alongside short‑duration, global, and inflation‑protected bond sleeves. Notable underlying holdings include U.S. and international core equity funds, a world ex‑U.S. government bond fund, short‑term extended quality bonds, and Treasury Inflation‑Protected Securities, reflecting a disciplined, factor‑aware approach across asset classes. Positioned within the conservative allocation category, it targets lower volatility relative to equity markets while seeking steady income and measured capital appreciation, serving as a core solution for investors prioritizing diversification and risk control in a single, globally allocated portfolio.