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I break down DFA mutual funds—specifically the US core equity strategies—which are tilted towards small cap investing and value investing in this webinar.
If you've followed the stock market recently you've likely noticed that small cap investing and value investing has been out of favor. That being said the overall long term performance of the DFA mutual funds core equity 1 and 2 is very much on par with the Russell 3000. This is shocking considering the headwinds small cap investing and value investing have faced.
I also explain the tilting concept and small cap investing long term premiums and value investing long term premiums. But these premiums don't always appear on a year to year basis! For that reason it's important to stay the course even against the headwinds we've faced.
I break down DFA mutual funds—specifically the US core equity strategies—which are tilted towards small cap investing and value investing in this webinar.
If you've followed the stock market recently you've likely noticed that small cap investing and value investing has been out of favor. That being said the overall long term performance of the DFA mutual funds core equity 1 and 2 is very much on par with the Russell 3000. This is shocking considering the headwinds small cap investing and value investing have faced.
I also explain the tilting concept and small cap investing long term premiums and value investing long term premiums. But these premiums don't always appear on a year to year basis! For that reason it's important to stay the course even against the headwinds we've faced.