*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.