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the right way to invest blog

DFA mutual fund performance over a 15 year period

12/13/2017

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Part of the reason we use Dimensional Fund Advisor (DFA) Mutual Funds in our investment portfolios is because of their long-run track record of out-performance as measured against their peers.  This attachment includes the below table, which I have copied and pasted.  The yellow part of the bar represents mutual funds no longer in existence – this could be because the funds didn’t survive for lack of performance or lack of interest, and it includes funds that were rolled into other funds; the blue represents the proportion of surviving funds placing behind DFA; the black line is DFA’s placement; and the grey represents the proportion of surviving funds placing ahead of DFA.  Nothing is guaranteed going forward and past performance is not indicative of future results, but it is great to see so many DFA funds (of which our money is invested in most of them) near the top over a significant period. 
 
Don’t be confused by the terms equity and fixed income, they are just fancy words for stocks (equity) and bonds (fixed income).  
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    Michael Pensinger, CFP® is Owner and President of Pensinger Financial, Inc.

    He grew up in Park Forest, Illinois and now resides in Lemont, Illinois with his wife, two children, and two dogs. Michael is actively involved in his community; coaching kids' sports, having served as Treasurer for the Lemont Area Chamber of Commerce Board of Directors, sitting on the Board of Directors for Hope & Friendship Foundation, and volunteering for the Lemont Heritage Woodland Sanctuary Open Space Committee. Read More

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ABOUT US
A Quick Look
Core Values
Background
What it Means to be a CFP
Code of Ethics
Investment Philosophy
WHAT WE DO
Our Services 
Our Pricing 
401(k) / 403(b) Rollover
Small Business Retirement Plans
​HCBA Retirement Solution
RESOURCES
Client Access
Investment Returns
Helpful Links
Reading Recommendations
Frequently Asked Questions
EXTRAS
Videos
​The Right Way To Invest Blog

Photos
​​That Familiar Voice
DFA Youtube Channel
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Lemont, Illinois 60439
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