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a better way to invest
Dimensional
77%
US equity and fixed income funds that outperformed benchmarks over 20 years
The Industry
17%
US equity and fixed income funds that outperformed benchmarks over 20 years
US equity and fixed income funds that outperformed benchmarks over 20 years
US domiciled mutual funds and US domiciled ETFs are not offered for sale outside the US. Past performance is no guarantee of future results.
Percentage of US-domiciled equity and fixed income funds that outperformed their benchmark from January 1, 2004, to December 31, 2023.
The information contained herein does not constitute and is not intended to constitute an offer of securities or services and should not be construed as such. The Dimensional US mutual funds are not generally available outside the US except where they are offered in circumstances which will not trigger authorisation or registration requirements under local laws and regulation. Unless otherwise indicated, no regulator or government authority has reviewed this presentation or the merits of any products and services referenced herein.
Data Sample
The sample includes US-domiciled, USD-denominated open-end and exchange-traded funds (ETFs) in the following Morningstar categories. Non-Dimensional fund data provided by Morningstar. Dimensional fund data is provided by the fund accountant. Dimensional funds or subadvised funds whose access is or previously was limited to certain investors are excluded. Dimensional Retirement Equity Fund included. Index funds, load-waived funds, and funds of funds are excluded from the industry sample.
Methodology
The beginning samples include funds as of the start of each respective time period. Surviving funds are those with return observations for every month of the sample period. Each fund is evaluated relative to its primary prospectus benchmark. Where the full series of primary prospectus benchmark returns is unavailable, non-Dimensional funds are instead evaluated relative to their Morningstar category index. Outperformers are funds that survived the sample period and whose cumulative net return over the period exceeded that of their respective benchmark. We aggregate funds with multiple share classes to the strategy level.
Indices are not available for direct investment. Their performance does not reflect the expenses associated with management of an actual portfolio. US-domiciled mutual funds and US-domiciled ETFs are not generally available for distribution outside the US.
For further methodology details, see the Fund Landscape 2024 Brochure.
42
Years since founding; 29 years in Australia
$1.1T
In firmwide assets under management, AUD (in trillions)
1,600+
Employees in 15 global offices, including Sydney and Melbourne
5
Nobel laureates associated with the firm (29 PhDs on staff)
One
Investment philosophy
Performance data shown represents past performance and is no guarantee of future results.
There is no guarantee strategies will be successful.
Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Small and micro cap securities are subject to greater volatility than those in other asset categories. Value investing is subject to risk that may cause underperformance compared to other equity investment strategies. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, call risk, and other factors. Municipal securities are subject to the risks of adverse economic and regulatory changes in their issuing states.
The material contained on this site has been issued by DFA Australia Limited (AFS Licence No.238093, ABN 46 065 937 671).
Investors should also consider the Product Disclosure Statement (PDS) and the target market determination (TMD) that has been made for each financial product either issued or distributed by DFA Australia Limited prior to acquiring or continuing to hold any investment. Go to dimensional.com/funds to access a copy of the PDS or the relevant TMD. Any opinions expressed in this material reflect our judgement at the date of publication and are subject to change.