Whether you are seeking a comprehensive, balanced ETF solution or targeted equity exposure with a strong ESG focus, our model lineup offers the flexibility and expertise to meet your investment needs.
How Often Do Small Cap, Value, and High Profitability Outperform?
By Dimensional Fund Advisors: Looking at average annualized returns going back decades, small cap stocks have beaten large caps, value has outperformed growth, and high profitability stocks have outgained low profitability stocks. How should investors think about these premiums over shorter time periods?
Given recent market performance, now is a good time to revisit this article published by Dimensional on May 28, 2024. “Expecting Mag 7 outperformance to continue is to bet on these companies further exceeding the market’s expectations.”
We can help you win business with a compelling presentation showing attractive performance with favorable risk analytics. Simply send us a statement of the account you are competing for along with what the investor is focused on, such as timeframe, growth, income, limiting risk, etc. Let our Consultants help you win business.
Markets Recovered Friday as Rotation Out of Tech Continues
How did the US Economy Perform in Q2? What does the June PCE Data Mean for Interest Rates?
Advisory services offered through registered investment adviser Freedom Investment Management, Inc. ("Freedom"). Freedom does not provide tax or legal advice. The representations and opinions herein are the opinions and views of Freedom. Other sources may be available which contradict Freedom’s opinion, process, and methodology. This information should not be relied upon as investment advice.
Freedom does not approve or otherwise endorse the information contained in links to third-party sources. Freedom is not affiliated with the providers of third-party information and is not responsible for the accuracy of the information contained therein.
For financial professional use only. Not for client distribution.
