Dimensional Fund Advisors Portfolios

Building a Foundation with DFA Portfolios

By bringing scientists and practicing investors together, Beacon Capitol has pioneered DFA Portfolios.

Dimensional fund advisors have developed and managed funds for more than twenty-five years. Our board of directors includes the top talent of U.S. financial research, including Kenneth French of Dartmouth, Roger Ibbotson of Yale, and Myron Scholes, the Nobel laureate in economics who teaches at Stanford.

With over $85 billion under management, DFA develops and maintains the strictest value portfolios in markets in the world. It is because of this our investors achieve a more consistent portfolio structure.

The DFA Portfolios

The unique structure of the DFA Portfolios offers you an innovative investment program that leverages risk management, portfolio diversification, and value investing to help you build a solid investment foundation.

• Diversification that incorporates up to eight different funds within one account. Each DFA Portfolio utilizes multiple funds representing specific asset classes, sizes and geographic locations.
   
• Value investing helps you achieve specific financial objectives while managing risk.

With the DFA Portfolios, you don't have to open many different accounts with multiple fund companies to obtain the diversification you need to achieve your long-term goals - DFA does it all for you with one account. You simply choose the DFA Portfolio that meets your objectives. Each DFA Portfolio diversifies your investment among multiple asset classes. You will have our advisors with you every step of the way, who will help you manage risk and achieve specific long-term goals.

The DFA Solution

Five portfolios, each designed to achieve specific investment goals. These DFA Portfolios offer diversification and active asset allocation strategies designed to help manage risk while pursuing long-term financial goals.

 

Strategy	Objective	Long-Term Target Allocation
DFA Conservative Portfolio	Seeks to achieve a moderate total rate of return through low capital appreciation and reinvestment of a high level of current income.	20% Stocks 75% Bonds 5% Money Market
DFA Moderate Portfolio	Seeks to achieve a moderate, long-term capital appreciation with high current income, while recognizing the possibility of moderate fluctuations in year-to-year market values.	40% Stocks 55% bonds 5% Money Market
DFA Balanced Portfolio	Seeks to achieve a moderate level of current income and, over time, above average capital appreciation with moderate risk.	60% Stocks 35% Bonds 5% Money Market
DFA Growth Portfolio	Seeks to achieve a high, long-term capital appreciation with low current income, while recognizing the possibility of substantial fluctuations in year-to-year market value.	80% Stocks 15% Bonds 5% Money Market
DFA Aggressive Portfolio	Seeks to achieve high, long-term capital appreciation, while recognizing the possibility of high fluctuations in year-to-year market values.	95% Stocks 0% Bonds 5% Money Market