DFA0107AU Dimensional Emerging Markets Trust


September, 2020

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ticker: DFA0107AU
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Dimensional Emerging Markets Trust investment objective is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies associated with approved emerging markets.

  • The Fund is not managed with the objective of achieving a particular return relative to a benchmark index.
  • Reference may be made to the MSCI Emerging Markets Index (net div.).
  • The fund starts with a broad universe of stocks from more than 20 emerging markets, but it excludes REITs and those with market caps below $50 million.
  • The managers use market-cap multipliers to tilt the portfolio toward stocks with smaller market caps, lower valuations, and higher profitability, and away from those with opposite characteristics.

manager_contact_details: Array
asset_class: Foreign Equity
asset_category: Emerging Markets
peer_benchmark: Foreign Equity - Emerging Markets Index
broad_market_index: World Emerging Markets Index
structure: Managed Fund