DFA – Aggressive

 

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 11 different asset classes. The portfolio includes US and foreign equities; large and and small capitalization stocks; neutral and value international stocks; emerging markets; and a U.S. REIT ETF.

This portfolio is based on the Index Fund Advisors (IFA) 100 Fund. It is their most aggressive all equity portfolio and has had the highest return of their 20 model portfolios.

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.

Submit a Comment

Your email address will not be published. Required fields are marked *