Congratulations to our long-time partner Dimensional Fund Advisors, named by Barron’s as No. 1 “Best Fund Family of 2022”. We have utilized Dimensional’s mutual funds and ETFs as part of our strategy since our founding in 2017.
Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper.
“Dimensional is known for its roots in academic research on factor investing, particularly involving value investing, and its tendency to favor smaller companies that are highly profitable,” the outlet noted. “As such, the firm sidestepped the meltdown in mega cap growth names and companies with few, if any, profits.”
Barron’s also commented on how Dimensional keeps close tabs on equity premiums through daily price information. The firm’s managers watch for buying opportunities when growth stocks fall into value territory, and they also rely on factors such as momentum to help determine if it’s time to buy.
Bryce Skaff, Co-Head of the firm’s Global Client Group, said. “We’ve taken a consistent approach to designing and managing investment portfolios for more than 40 years. We’ll continue to pursue long-term drivers of expected returns so we can work toward delivering reliable outcomes for our clients and investors.”
The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform
themselves of and observe all applicable laws and regulations. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Dimensional accepts no responsibility for loss arising from the use of the information contained herein.
“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd, Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
RISKS
Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.
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