Risk Tolerance     10 Model Portfolios

Trusted Advisor - 10 Portfolios

Portfolio Performance January 1991- December 2003

 

Performance data shown represents past performance of Dimensional funds or other data series. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown above. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Average annual total returns include reinvestment of dividends and capital gains. Simulated data may have been used for periods prior to the inception of the relevant funds. Simulated returns do not represent trading in actual accounts and the performance results do not represent the impact that material economic and market factors might have on an investment adviser's decision-making process if the adviser were actually managing client money during that period.  Prospectuses contain more complete information on the investment objectives, risks, advisory fees, distribution charges and other expenses and should be read carefully before investing. Prospectuses, which contain this and other information about the funds, are available, please email a request.