DFA – FundAdvice

This portfolio uses mutual funds from from Dimensional Fund Advisors reflecting various classes. It started with $10,000 on December 31, 2010. It provides asset class diversification using 10 different asset classes. The portfolio equally weights US and foreign equities. It includes large and and small capitalization stocks, value stocks, emerging markets, and U.S. REITs. This approach reduces volatility while increasing overall return.

The portfolio is described at the FundAdvice website. It also appears in the book “Live It Up Without Outliving Your Money! Getting the Most From Your Investments in Retirement” by Paul Merriman.

Dimensional Fund Advisor funds are only available through a financial who normally charge a fee, typically 0.5% to 1% of total assets nuder management. The returns shown in this table to not include fees.

Link to spreadsheet on Google Docs.

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