DFAUSVS
The Dimensional US Small Cap Value Systematic Index provides exposure to small companies with low relative prices in the US. Drawing on theoretical and empirical research, the Index pursues higher return potential by systematically excluding the lowest expected return stocks in this area of the market, such as companies with low profitability and high asset growth.
Dimensional is one of the industry’s most experienced US small cap value managers, pioneering one of the first systematic strategies dedicated to the market segment in 1992.
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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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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.
Growth Stock: A stock trading at a high price relative to a measure of fundamental value, such as book value or earnings.
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.
Value Stock: A stock trading at a low price relative to measures of economic value such as book value or earnings.
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 US Small Cap Value Systematic 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. Small cap securities are subject to greater volatility than those in other asset categories.
Dimensional does not make any express or implied warranties, including, but not limited to, any warranties of merchantability or fitness for a particular purpose or use with respect to the Index, or as to results to be obtained by any financial product based on or related to the Index (a “Financial Product”) or any other person or entity from the use of the Index, trading based on the Index, the levels of the Index at any particular time on any particular date, or any data included therein, either in connection with a Financial Product or for any other use. Dimensional has no obligation or liability in connection with the administration, marketing or selling of a Financial Product.
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.
The Russell 2000 Value Index measures the performance of Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Indices are not available for direct investment.