Balanced

Moderate

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

Who Might Consider our 60/40 Balanced?

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

Invest now
  • U.S. Large Cap Equity 30%
  • U.S. Small Cap Equity 12%
  • International Large Cap Equity 9%
  • International Small Cap Equity 3%
  • Emerging Markets Equity 3%
  • Global Real Estate 3%
  • U.S. Fixed Income 20%
  • Global Fixed Income 20%

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 30% 2645 2.43 4% Download
Total U.S. Large Cap Equity 30%
U.S. Small Cap Equity
U.S. Small Cap Value Portfolio DFSVX 6% 1072 1.30 19% Download
U.S. Micro Cap Portfolio DFSCX 6% 1567 2.01 15% Download
Total U.S. Small Cap Equity 12%
International Large Cap Equity
International Core Equity Portfolio DFIEX 9% 5260 1.49 2% Download
Total International Large Cap Equity 9%
International Small Cap Equity
International Small Cap Value Portfolio DISVX 3% 2200 0.96 19% Download
Total International Small Cap Equity 3%
Emerging Markets Equity
Emerging Markets Core Equity Portfolio DFCEX 3% 4662 1.51 3% Download
Total Emerging Markets Equity 3%
Global Real Estate
Global Real Estate Securities Portfolio DFGEX 3% 424 1.73 2% Download
Total Global Real Estate 3%
Symbol Portfolio Weight Average Credit Quality Average Maturity (Years) Annual Turnover Factsheet
U.S. Fixed Income
Intermediate-Term Extended Quality Portfolio DFTEX 20% A 8.30 28% Download
Total U.S. Fixed Income 20%
Global Fixed Income
Five-Year Global Fixed Portfolio DFGBX 20% AA 3.70 41% Download
Total Global Fixed Income 20%