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Dimensional

77%

Equity and fixed income funds that outperformed benchmarks over 20 years

The Industry

17%

Equity and fixed income funds that outperformed benchmarks over 20 years

Equity and fixed income funds that outperformed benchmarks over 20 years

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.


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.

Dimensional is driven by an evidence-based approach, Nobel Prizewinning insights, and decades of expertise applying financial science to real-world portfolios.

42

Years since founding

$677B

In firmwide assets under management, USD (in billions)

1,600+

Employees in 15 global offices

5

Nobel laureates associated with the firm (29 PhDs on staff)

One

Investment philosophy

As of December 31, 2023.

You don’t have to outguess the market to beat it. Dimensional uses information in market prices to target outperformance and manage risk.
Stock Pickers
Try to outguess the market
Indexers
Track the market
Dimensional
Trust the market
Find pricing “mistakes”
Match the returns of an index
Use market data and a systematic approach to target higher expected returns
40+ years of expertise capturing higher returns
Find an advisor who works with Dimensional


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.


Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at dimensional.com. Dimensional funds are distributed by DFA Securities LLC.