Our Strategic Diversified Portfolios

DFA Engage Aggressive Growth 90/10

DFA Engage Aggressive Growth 80/20

DFA Engage Moderate Growth 60/40

DFA Engage Balanced Growth 50/50

DFA Engage Conservative 40/60

DFA Engage Capital Preservation 20/80

DFA Engage Aggressive Growth 90/10

  • US Core Equity 1 Portfolio (I) DFEOX 28.5%
  • US Micro Cap Portfolio (I) DFSCX 28.5%
  • International Core Equity Portfolio (I) DFIEX 20%
  • Emerging Markets Core Equity Portfolio (I) DFCEX 8%
  • Global Real Estate Securities Portfolio DFGEX 5%
  • Short-Term Extended Quality Portfolio DFEQX 2.65%
  • Investment Grade Portfolio DFAPX 2.5%
  • Two-Year Global Fixed Income Portfolio (I) DFGFX 2%
  • One-Year Fixed Income Portfolio (I) DFIHX 2%
  • World Ex US Government Fixed Income Portfolio (I) DWFIX 0.85%

DFA Engage Aggressive Growth 80/20

  • US Core Equity 1 Portfolio (I) DFEOX 23.5%
  • US Micro Cap Portfolio (I) DFSCX 23.5%
  • International Core Equity Portfolio (I) DFIEX 20%
  • Emerging Markets Core Equity Portfolio (I) DFCEX 8%
  • Global Real Estate Securities Portfolio DFGEX 5%
  • Short-Term Extended Quality Portfolio DFEQX 5.3%
  • Investment Grade Portfolio DFAPX 5%
  • Two-Year Global Fixed Income Portfolio (I) DFGFX 4%
  • One-Year Fixed Income Portfolio (I) DFIHX 4%
  • World Ex US Government Fixed Income Portfolio (I) DWFIX 1.7%

DFA Engage Moderate Growth 60/40

  • US Core Equity 1 Portfolio (I) DFEOX 17%
  • US Micro Cap Portfolio (I) DFSCX 17%
  • International Core Equity Portfolio (I) DFIEX 15%
  • Emerging Markets Core Equity Portfolio (I) DFCEX 7%
  • Global Real Estate Securities Portfolio DFGEX 4%
  • Short-Term Extended Quality Portfolio DFEQX 10.7%
  • Investment Grade Portfolio DFAPX 10%
  • Two-Year Global Fixed Income Portfolio (I) DFGFX 8%
  • One-Year Fixed Income Portfolio (I) DFIHX 8%
  • World Ex US Government Fixed Income Portfolio (I) DWFIX 3.3%

DFA Engage Balanced Growth 50/50

  • US Core Equity 1 Portfolio (I) DFEOX 14%
  • US Micro Cap Portfolio (I) DFSCX 14%
  • International Core Equity Portfolio (I) DFIEX 12.5%
  • Emerging Markets Core Equity Portfolio (I) DFCEX 6.5%
  • Global Real Estate Securities Portfolio DFGEX 3%
  • Short-Term Extended Quality Portfolio DFEQX 13.3%
  • Investment Grade Portfolio DFAPX 12.5%
  • Two-Year Global Fixed Income Portfolio (I) DFGFX 10%
  • One-Year Fixed Income Portfolio (I) DFIHX 10%
  • World Ex US Government Fixed Income Portfolio (I) DWFIX 4.2%

DFA Engage Conservative 40/60

  • US Core Equity 1 Portfolio (I) DFEOX 12%
  • US Micro Cap Portfolio (I) DFSCX 12%
  • International Core Equity Portfolio (I) DFIEX 10%
  • Emerging Markets Core Equity Portfolio (I) DFCEX 4%
  • Global Real Estate Securities Portfolio DFGEX 2%
  • Short-Term Extended Quality Portfolio DFEQX 16%
  • Investment Grade Portfolio DFAPX 15%
  • Two-Year Global Fixed Income Portfolio (I) DFGFX 12%
  • One-Year Fixed Income Portfolio (I) DFIHX 12%
  • World Ex US Government Fixed Income Portfolio (I) DWFIX 5%

DFA Engage Capital Preservation 20/80

  • US Core Equity 1 Portfolio (I) DFEOX 6%
  • US Micro Cap Portfolio (I) DFSCX 6%
  • International Core Equity Portfolio (I) DFIEX 5%
  • Emerging Markets Core Equity Portfolio (I) DFCEX 2%
  • Global Real Estate Securities Portfolio DFGEX 1%
  • Short-Term Extended Quality Portfolio DFEQX 21.3%
  • Investment Grade Portfolio DFAPX 20%
  • Two-Year Global Fixed Income Portfolio (I) DFGFX 16%
  • One-Year Fixed Income Portfolio (I) DFIHX 16%
  • World Ex US Government Fixed Income Portfolio (I) DWFIX 6.7%

Returns

Last 1 Year
Annualized
Return

16.99%

Last 5 Years
Annualized
Return

11.31%

Last 10 Years
Annualized
Return

9.36%

Returns as of August 31, 2018