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HomeAssetMutual Funds - DFAServicesPortfolio Info

Listed below are the Fact Sheets on the six DFA Portfolios that Summit Trust Company utilizes:

  • Fixed Income (100% Fixed Income)
  • Conservative (20% Equity portfolio and 80% Fixed Income)
  • Moderate (40% Equity portfolio and 60% Fixed Income)
  • Growth & Income (60% Equity portfolio and 40% Fixed Income)
  • Growth (80% Equity portfolio and 20% Fixed Income)
  • Aggressive (100% Equity)

8861 West Sahara Ave, Suite 215 • Las Vegas, Nevada 89117 • 800.822.6711
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