Decades of market data show that not every security provides the same return. With over 40 years of experience, Dimensional draws on research by leading scholars and Nobel laureates to identify what drives higher returns over time, and translates that research into robust investment solutions.
The Dimensional International Equity Focus Index provides exposure to developed markets ex US and Canada. The Index systematically emphasizes areas of the market with higher expected returns— smaller cap, lower relative price, and higher profitability stocks—in a broadly diversified manner.
This one-page reference highlights firm stats and features key points on Dimensional Investing, including market philosophy, investment approach, and track record.
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Diversification: Holding many securities or types of investments in a portfolio, often for the purpose of mitigating risk associated with owning a single security or type of investment.
Equity Market: A market that involves the purchase and sale of stocks, typically conducted on trading exchanges. Also known as the stock market.
Expected Return: The percentage increase in value a person may anticipate from an investment based on the level of risk associated with the investment, calculated as the mean value of the probability distribution of possible returns.
Profitability: A company’s operating income before depreciation and amortization minus interest expense scaled by book equity.
Relative Price: Refers to a company’s price, or the market value of its equity, in relation to another measure of economic value, such as book value.
Small Cap: Refers to stocks with a relatively small market capitalization.
Disclosures
This information is not meant to constitute investment advice, a recommendation of any securities product or investment strategy (including account type), or an offer of any services or products for sale, nor is it intended to provide a sufficient basis on which to make an investment decision. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions.
The Dimensional International Equity Focus Index (the “Index”) is sponsored and published by Dimensional Fund Advisors LP (“Dimensional”). References to Dimensional include its respective directors, officers, employees, representatives, delegates or agents. The Index is not available for direct investment. There is no guarantee of index success. Risks include loss of principal and fluctuating value. Fixed income securities are subject to increased loss of principal during periods of rising interest rates, and they are subject to various other risks, including changes in credit quality, liquidity, prepayments, and other factors.
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In certain circumstances, Dimensional may suspend or terminate the Index. Dimensional has appointed a third-party agent (the “Index Calculation Agent”) to calculate and maintain the Index. While Dimensional is responsible for the operation of the Index, certain aspects have thus been outsourced to the Index Calculation Agent.
Dimensional does not guarantee the accuracy, timeliness or completeness of the Index, or any data included therein or the calculation thereof or any communications with respect thereto. Dimensional has no liability for any errors, omissions or interruptions of the Index or in connection with its use. In no event shall Dimensional have any liability of whatever nature for any losses, damages, costs, claims and expenses (including any special, punitive, direct, indirect or consequential damages (including lost profits)) arising out of matters relating to the use of the Index, even if notified of the possibility of such damages. Dimensional acts as principal and not as agent or fiduciary of any other person. Dimensional accepts no responsibility for this document’s contents or use.