Conservative

Most Conservative

20/80 Conservative is our most conservative portfolio.  Invested across eight global asset classes, it has 80% of its assets allocated to investment-grade bonds, a portion of which is in international bonds.  The portfolio also has a 20% allocation to equities, a portion of which is in international equities and global real estate. 

Who Might Consider our 20/80 Conservative?

20/80 Conservative is suitable for investors seeking investment income and modest capital appreciation.  It may also be suitable for investors with shorter time horizons.  Investors in this portfolio should be willing to accept limited potential for capital appreciation in return for lower portfolio volatility and greater security of principal. 

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  • U.S. Large Cap Equity 10%
  • U.S. Small Cap Equity 4%
  • International Large Cap Equity 3%
  • International Small Cap Equity 1%
  • Emerging Markets Equity 1%
  • Global Real Estate 1%
  • U.S. Fixed Income 40%
  • Global Fixed Income 40%

Portfolio composition Swipe left below

Symbol Portfolio Weight Number of Securities Aggregate Price-to-Book Annual Turnover Factsheet
U.S. Large Cap Equity
DFA U.S. Core Equity 2 Portfolio DFQTX 10% 2645 2.43 4% Download
Total U.S. Large Cap Equity 10%
U.S. Small Cap Equity
U.S. Small Cap Value Portfolio DFSVX 2% 1072 1.30 19% Download
U.S. Micro Cap Portfolio DFSCX 2% 1567 2.01 15% Download
Total U.S. Small Cap Equity 4%
International Large Cap Equity
International Core Equity Portfolio DFIEX 3% 5260 1.49 2% Download
Total International Large Cap Equity 3%
International Small Cap Equity
International Small Cap Value Portfolio DISVX 1% 2200 0.96 19% Download
Total International Small Cap Equity 1%
Emerging Markets Equity
Emerging Markets Core Equity Portfolio DFCEX 1% 4662 1.51 3% Download
Total Emerging Markets Equity 1%
Global Real Estate
Global Real Estate Securities Portfolio DFGEX 1% 424 1.73 2% Download
Total Global Real Estate 1%
Symbol Portfolio Weight Average Credit Quality Average Maturity (Years) Annual Turnover Factsheet
U.S. Fixed Income
Short-Term Extended Quality Portfolio DFEQX 20% A 2.92 25% Download
Intermediate-Term Extended Quality Portfolio DFTEX 20% A 8.30 28% Download
Total U.S. Fixed Income 40%
Global Fixed Income
Two-Year Global Fixed Portfolio DFGFX 20% AA 1.62 87% Download
Five-Year Global Fixed Portfolio DFGBX 20% AA 3.70 41% Download
Total Global Fixed Income 40%