Aggressive

Aggressive 

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

Who Might Consider our 80/20 Aggressive?

80/20 Aggressive is suitable for investors seeking capital appreciation along with some investment income.  It may also be suitable for investors with long time horizons.  Investors in this portfolio should have high tolerance for equity market volatility.

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  • U.S. Large Cap Equity 40%
  • U.S. Small Cap Equity 16%
  • International Large Cap Equity 12%
  • International Small Cap Equity 4%
  • Emerging Markets Equity 4%
  • Global Real Estate 4%
  • U.S. Fixed Income 10%
  • Global Fixed Income 10%

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 40% 2645 2.43 4% Download
Total U.S. Large Cap Equity 40%
U.S. Small Cap Equity
U.S. Small Cap Value Portfolio DFSVX 8% 1072 1.30 19% Download
U.S. Micro Cap Portfolio DFSCX 8% 1567 2.01 15% Download
Total U.S. Small Cap Equity 16%
International Large Cap Equity
International Core Equity Portfolio DFIEX 12% 5260 1.49 2% Download
Total International Large Cap Equity 12%
International Small Cap Equity
International Small Cap Value Portfolio DISVX 4% 2200 0.96 19% Download
Total International Small Cap Equity 4%
Emerging Markets Equity
Emerging Markets Core Equity Portfolio DFCEX 4% 4662 1.51 3% Download
Total Emerging Markets Equity 4%
Global Real Estate
Global Real Estate Securities Portfolio DFGEX 4% 424 1.73 2% Download
Total Global Real Estate 4%
Symbol Portfolio Weight Average Credit Quality Average Maturity (Years) Annual Turnover Factsheet
U.S. Fixed Income
Intermediate-Term Extended Quality Portfolio DFTEX 10% A 8.30 28% Download
Total U.S. Fixed Income 10%
Global Fixed Income
Five-Year Global Fixed Portfolio DFGBX 10% AA 3.70 41% Download
Total Global Fixed Income 10%