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Number 1 Fund Family – Dimensional Fund Advisors

Number 1 Fund Family – Dimensional Fund Advisors

We were so excited to read in this weekend’s Barron’s magazine that Dimensional Fund Advisors was the number 1 ranked mutual fund family in the world! While DFA might have been a secret to many investors, our clients at CJM have known for some time now the significant advantage of following the DFA investment philosophy which utilizes a passive approach based on very specific ideologies: markets work, diversification is key, risk and return are related and portfolio structure explains performance.

 
 
 

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Purposeful Financial and Legacy Planning

Fee-Only Financial Planning

steve@purposefulfinancialplanning.com

(970) 443-1873

3400 Rosestone Ct, Fort Collins, CO 80525

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