Dimensional Fund Advisors, a global leader in systematic factor investing, will reduce management fees across 47 mutual funds and three exchange-traded funds (ETFs), effective February 28, 2022. The changes represent a 13% reduction on an asset-weighted basis1 for the impacted funds,…
November 2021 Equity indexes posted strong advances in October with large cap stocks outpacing mid and small cap stocks. Economic news headlines were mostly positive for the month. September payrolls came in below estimates. Manufacturing and non-manufacturing indexes continued to…
October 2021 Equity indexes retreated in September with large cap stocks declining more than mid and small cap stocks. Economic news headlines were mixed for the month. August payrolls grew at a disappointing rate. Manufacturing and non-manufacturing indexes continued to…
September 2021 Stock averages advanced in August with large cap issues continuing to outpace mid and small cap stocks. Economic news headlines were mostly positive with factory orders, payrolls, manufacturing and services indexes showing growth. Retail sales and durable goods…
How to Interpret the Headlines.
August 2021 Stock market averages posted mixed results in June as economic headlines had investors vacillating between favoring cyclical or growth issues and ultimately choosing the latter to close the month. Large and small cap indexes outperformed mid-caps in June.…
Returns can vary over time, but small value stocks have outperformed over the long term. A recent 13-month span showed how quickly the premiums can appear.
For over 40 years, Dimensional has employed a systematic and cost-effective approach to capture every bit of return they can for clients, in the real world.
The impact of missing just a few of the market’s best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows.
Outsize index fund positions in meme stocks draw attention to the style drift arising from infrequent rebalancing. Small cap value index fund investors may have less in small value than they expected.
