The Cost of Tracking an IndexSubmitted by Rock House Financial on April 5th, 2016
Many investors use index funds as an easy way to gain diversified exposure to an asset class. But are the indices themselves precise representations of the underlying asset class? If not, it may not be worth incurring the costs required to track them perfectly. Click the button below to learn more and read the article written by our investment partner, Dimensional Funds.
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Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. All expressions of opinion are subject to change. This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Diversification does not eliminate the risk of market loss. There is no guarantee investing strategies will be successful. Investing risks include loss of principal and fluctuating value. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC.