Dimensional World Allocation Funds

Our strategic approach to asset allocation allows us to systematically pursue higher expected returns at your chosen level of risk, while also managing costs efficiently.

Broad diversification gives exposure to thousands of securities globally. Our World Allocation Funds cover a range of asset classes, reducing risk while giving exposure to equity and fixed-income premiums.

We continually monitor each solution’s asset allocation and adjust weights as market characteristics shift. When possible, this rebalancing occurs with dividends or other cash flows to reduce transaction costs.