DFA Global 60EQ-40FI Portfolio F

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  • NAV / 1-Day Return
    18.80 / -0.29%
  • Investment Size
    4.3 Bil
  • TTM Yield
    2.98%
  • MER
    0.28%
  • Share Class Type
    Fee-based Advice
  • Minimum Initial Investment
    2,500
  • Category
    Canada Fund Global Neutral Balanced
  • Investment Style
    Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Turnover
    5%
  • Risk Level
    Low to Medium
  • Inception Date
    Sep 07, 2011

Performance

Growth of 10,000

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -0.29 -1.16 3.68 -0.14 1.28 8.00 8.15 9.05 5.74 6.95
Category -0.49 -1.62 3.19 -1.17 0.53 8.17 7.92 6.32 4.64 5.84
Index -0.38 -1.45 3.23 -0.72 1.04 9.44 8.64 6.73 5.88 6.97
Quartile Rank
Percentile Rank 13 11 23 13 26 56 41 5 20
# of Invest. in Cat. 1,358 1,358 1,357 1,338 1,337 1,304 1,212 1,000 569 251

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