As you know, Dimensional funds is one of the primary tools we use in the development of our evidence-based, globally diverse portfolios.
From time-to-time, clients reference Morningstar and their rating system as it relates to Dimensional funds. There is an inherent survivorship bias, because many funds that were around fifteen years ago are no longer around today.
Attached is a report you may find valuable. Over fifteen years, Dimensional is near the top of its class in the below funds which represent 16 different asset classes.
Relative Performance of Equity Funds With More Than 15 Years of History
As of March 31, 2017
As always, we appreciate your business and look forward to continuing to serve you and your interests.
Source: Dimensional Fund Advisors
Dimensional placement is the Morningstar 15-Year Total Return Absolute Category Rank sourced from Morningstar. Number of funds starting the period is the number of share classes, within the respective Morningstar Category, with return histories as of the start of the 15-year period ending in March 31, 2017. Funds that are unranked due to having changed Morningstar Category are excluded from the number of funds starting the period. Number of Surviving Funds Placing Ahead (Behind) of Dimensional is the count of ranked funds with a higher (lower) Morningstar 15-Year Total Return Absolute Category Rank than the corresponding Dimensional fund. The table includes all Dimensional institutional equity funds available on or before April 1, 2002. Dimensional feeder funds are excluded from the table because they ultimately invest in master-feeder funds. Master feeder funds are included in the table. All funds are US-domiciled. Bar heights are scaled to aid comparison across funds. Fund Assets are as of March 31, 2017. Funds may have experienced negative performance over the time period. Past performance is no guarantee of future results. Visit us.dimensional.com for standardized performance information for Dimensional’s funds. See “Relative Performance for Standardized Periods” for further information.