Benchmark
MSCI US Broad Market
Types of Investments
The Fund will invest, directly or indirectly, at least 80% of its net assets in equity securities of U.S. companies, primarily via shares of registered, open-end investment companies and exchange-traded funds (“ETFs”) that are principally invested in the equity securities of U.S. companies. The Fund will also invest a portion of its assets directly in the common stocks, preferred stocks or securities convertible into stocks of U.S. companies, as well as equity index futures, ETFs and depositary receipts.
Investment Providers
DFA, AQR, iShares, Vanguard
Investor Profile
Typical investors in this fund are seeking long-term growth and are willing to accept potentially significant share price volatility.