Moderate

Conservative

40/60 Moderate is a moderately conservative portfolio.  Invested across eight global asset classes, it has 60% of its assets allocated to investment-grade bonds, a portion of which is in international bonds.  The portfolio also has a 40% allocation to equities, a portion of which is in international equities and global real estate.

Who Might Consider our 40/60 Moderate?

40/60 Moderate is suitable for investors who are seeking mostly investment income but some capital appreciation as well.  It may also be suitable for investors with medium time horizons.  Investors in this portfolio should have moderate tolerance for equity market volatility.

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  • U.S. Large Cap Equity 20%
  • U.S. Small Cap Equity 8%
  • International Large Cap Equity 6%
  • International Small Cap Equity 2%
  • Emerging Markets Equity 2%
  • Global Real Estate 2%
  • U.S. Fixed Income 30%
  • Global Fixed Income 30%

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 20% 2645 2.43 4% Download
Total U.S. Large Cap Equity 20%
U.S. Small Cap Equity
U.S. Small Cap Value Portfolio DFSVX 4% 1072 1.30 19% Download
U.S. Micro Cap Portfolio DFSCX 4% 1567 2.01 15% Download
Total U.S. Small Cap Equity 8%
International Large Cap Equity
International Core Equity Portfolio DFIEX 6% 5260 1.49 2% Download
Total International Large Cap Equity 6%
International Small Cap Equity
International Small Cap Value Portfolio DISVX 2% 2200 0.96 19% Download
Total International Small Cap Equity 2%
Emerging Markets Equity
Emerging Markets Core Equity Portfolio DFCEX 2% 4662 1.51 3% Download
Total Emerging Markets Equity 2%
Global Real Estate
Global Real Estate Securities Portfolio DFGEX 2% 424 1.73 2% Download
Total Global Real Estate 2%
Symbol Portfolio Weight Average Credit Quality Average Maturity (Years) Annual Turnover Factsheet
U.S. Fixed Income
Short-Term Extended Quality Portfolio DFEQX 15% A 2.92 25% Download
Intermediate-Term Extended Quality Portfolio DFTEX 15% A 8.30 28% Download
Total U.S. Fixed Income 30%
Global Fixed Income
Two-Year Global Fixed Portfolio DFGFX 15% AA 1.62 87% Download
Five-Year Global Fixed Portfolio DFGBX 15% AA 3.70 41% Download
Total Global Fixed Income 30%