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.

ประเภทสินทรัพย์

International Equity

ผู้ออกกองทุน

Dimensional

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

16 เม.ย. 2542

จำนวนหลักทรัพย์

557

ISIN

US25434V8072