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DFA Global Equity Portfolio Class I (DGEIX)
Old 03-04-2008, 12:05 PM   #1
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DFA Global Equity Portfolio Class I (DGEIX)

Hi all,
I'm looking for opinions on Dimensional Fund Advisors Global Equity Portfolio Class I fund (institutional shares), ticker DGEIX.

Is it a good long-term fund for accumulation phase in Roth IRA?
What do you think of the asset allocation?
Do you think it's worth the expense ratio of 0.59% plus an assumed 0.5% fixed annual fee (% drops as assets grow) for the advisor (for a $200K investment).

I'm thinking of moving out of Vanguard Target Retirement 2035 into this fund along with an appropriate low-cost fixed income investment(s) of 10-20% of total.

Thanks.
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Old 03-04-2008, 09:53 PM   #2
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Quote:
Originally Posted by Dude View Post
Do you think it's worth the expense ratio of 0.59% plus an assumed 0.5% fixed annual fee (% drops as assets grow) for the advisor (for a $200K investment).
The more I think about it, probably a dumb move, at least until I build up more assets. I guess I've read too much Bogle, "costs matter"!

Still searching for the "Holy Grail"
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