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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,450.95 | 132.79 | 1.29% |
| NASDAQ | 2,176.01 | 29.97 | 1.40% |
| S&P 500 | 1,106.24 | 14.86 | 1.36% |
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The investment seeks total return consistent with current income and preservation of capital with some capital appreciation.
The fund allocates approximately 25% of assets to equity underlying funds and 75% of assets to fixed-income underlying funds.
| Name | % of Total Fund Assets | |
|---|---|---|
| DFA Short-Term Extended Quality Instl () | 29.6 % | |
| DFA Two-Year Global Fixed-Income I () | 29.57 % | |
| DFA Inflation-Protected Securities I () | 14.63 % | |
| DFA U.S. Core Equity 2 I () | 12.38 % | |
| DFA Intl Core Equity I () | 8.09 % | |
| View Holdings | ||
Conservative Allocation
Low
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BATS data provided in real-time. NYSE, NASDAQ and AMEX data delayed 15 minutes.
Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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