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Dfa Global Allocation 60/40 Portfolio Inst Cl: (MF: DGSIX)

(NASDAQ Mutual Funds) As of Jun 18, 2026 05:26 PM ET

$23.69 USD

+0.14 (0.59%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.98 27
3 months 3.73 51
6 months 8.62 23
1 Year 19.45 30
3 Year 14.84 41
5 Year 7.50 40
10 Year 8.82 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.87
Bull Market (2/09 - 3/21) 416.06

Load Adjusted Returns as of May 31, 2026

1 Year 14.49
5 Year 6.67
10 Year 8.10
Since Inception 6.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.09 NA NA NA
2025 -0.49 6.80 5.08 2.12
2024 5.27 1.26 5.11 -0.65
2023 4.23 3.33 -1.47 7.92
2022 -4.35 -10.06 -4.78 7.34
2021 5.00 4.26 -0.57 4.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.9814.0411.3214.54-12.0813.5411.5818.19-6.4414.029.12
% Total Return Rel to Index -0.36-4.17-13.69-11.706.12-15.14-6.82-13.29-2.04-7.77-2.81
% Total Return Rel to Peer 1.320.87-0.300.581.670.350.30-0.57-0.870.872.77
% Perf Quintile vs Peer* 2.002.003.003.002.004.003.004.004.003.001.00
% Dividends 0.050.570.560.510.310.370.240.360.420.320.30
% Yield 0.242.402.562.611.591.581.131.872.511.761.81
Capital Gains ($) 0.001.300.950.550.530.720.450.130.060.050.02
Expense Ratio 0.000.240.250.250.240.250.270.300.280.280.28

* 1 = Top 20%, 5 = Bottom 20%