The fund's manager actively trades investments for the portfolio, prioritizing tax efficiency. This involves both deferring and minimizing the recognition of overall capital gains, often by using capital losses to counteract existing or anticipated profits. A significant objective is also to ensure that any gains realized are classified as long-term, thus qualifying for more favorable tax rates. Additionally, the fund concentrates its investments in equity securities of large corporations based outside the U.S., specifically in developed market countries, with the advisor selecting those deemed to be relatively undervalued.

فئة الأصول

International Equity

الجهة المصدرة

Dimensional

موطن التسجيل

US

تاريخ التأسيس

16 أبريل 1999

عدد الحيازات

557

ISIN

US25434V8072