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Scott Burn`s AssetBuilder DFA Model Portfolios Plan
Investment Options
| Total Available Funds: | 11 |
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| Total Available Funds: | 11 |
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| Total Available Funds: | 11 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.35%
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Model Portfolios 
| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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Click for Portfolio Details or Follow | 2.6% | 10.2% | 5.0% | 6.6% | 4.1% | 6.2% |
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| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | ||||||
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| Scott Burn`s AssetBuilder DFA Model Portfolio 09 | 2.4% | 8.2% | 1.2% | 3.2% | 2.1% |
Description
The plan consists of 11 funds. It covers 6 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs, Commodity, Foreign Equity and Emerging Market Equity.
This plan is created based on Scott Burn's AssetBuilder model portfolios.
We also maintain the original AssetBuilder Model Portfolio 09 as Scott Burn's AssetBuilder DFA Model Portfolio 09 that has about 39% in fixed income. The following is its allocation:
Fixed Income
- 20% / DFGFX - DFA 2 Yr Global Fixed Incm Port
- 19% / DFIHX - DFA Dimensional 1YR Fxd Inc
U.S. Large
- 7% / DFLVX - DFA US L/C Value Portfolio
- 9% / DFUSX - DFA US Large Co Insti Inx Port
U.S. Small
- 6% / DFFVX - DFA Targeted Value
REIT
- 8% / DFREX - DFA Real Estate
Commodity
- 7% / DBCN - DBC New
International
- 6% / DFIVX - DFA Intl Large Cap Value
- 6% / DISVX - DFA Intl Small Cap Value PT
Emerging Markets
- 6% / DEMSX - DFA Emerging Markets Small Cap
- 6% / DFEVX - DFA Emerging Markets Value
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