*For Advisor Use Only
Here you'll find Morningstar reports for our Core with DFA model. These are updated quarterly. Click on each to expand, and find copies attached.
Below are snapshots for Core w/ DFA 60/40 (left) and Core w/ DFA 40/60 (right).
Below are snapshots for Core w/ DFA Tax-Sensitive 60/40 (left) and Core w/ DFA Tax-Sensitive 40/60 (right).
Please keep in mind that all model-related data reflect historical performance of the current models, not necessarily how accounts were invested in the past. Thus, the content may not represent clients’ portfolio or experience.