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Clarus DFA Mutual Fund Portfolio Series

Clarus DFA Mutual Fund Portfolio Series

DFA Mutual Fund Portfolio Series

Minimum: $50,000 | Manager: Mike Sherman | Additional Information: DFA Article 1 (PDF) | DFA Article 2 (PDF)

Dimensional Fund Advisors (DFA) is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, they work to implement compelling ideas in finance for the benefit of investors. DFA believes that security prices reflect all publicly available information as intense competition among market participants drive prices toward fair value. They use the information in market prices, combined with fundamental data, to systemically identify differences in expected returns among securities. DFA seeks to add value by building portfolios that target higher expected returns in a cost-effective manner. Through a dynamic investment process that integrates research, portfolio management, and trading, they manage the trade-offs that matter for performance—balancing the competing premiums, diversification, and costs.

DFA Aggressive | Qualified and Tax Managed
The Clarus DFA Aggressive portfolio is designed for investors with a high risk tolerance and a long-term investment time horizon. The primary objective of the portfolio is significant capital growth, resulting in only a minimal amount of dividends from the mutual funds. The target asset allocation of this portfolio is 100% equity / 0% fixed income. Risk level is considered to be aggressive. Options available for qualified and non-qualified accounts.

DFA Growth | Qualified and Tax Managed
The Clarus DFA Growth portfolio is designed for investors with a relatively high risk tolerance and a long-term investment time horizon. The primary objective of the portfolio is capital growth, though a 20% allocation to fixed income aims to reduce overall portfolio volatility modestly. The target asset allocation of this portfolio is 80% equity / 20% fixed income. Risk level is considered to be moderately aggressive. Options available for qualified and non-qualified accounts.

DFA Balanced | Qualified and Tax Managed
The Clarus DFA Balanced portfolio is designed investors with a moderate risk tolerance seeking relatively stable growth. The primary objectives of the portfolio are moderate capital growth and income. The target asset allocation of this portfolio is 60% equity / 40% fixed income. The 40% allocation to fixed aims to modestly reduce the overall portfolio volatility. Risk level is considered to be moderate. Options available for qualified and non-qualified accounts.

DFA Conservative | Qualified and Tax Managed
The Clarus DFA Conservative portfolio is designed for the investors with a relatively low risk tolerance and a shorter-term investment time horizon. The primary objectives of the portfolio are modest capital growth and moderate income. The target asset allocation of this portfolio is 40% equity / 60% fixed income. The 60% allocation to fixed income aims to moderately reduce overall portfolio volatility. Risk level is considered to be moderately conservative. Options available for qualified and non-qualified accounts.

DFA Foundation | Qualified and Tax Managed
The Clarus DFA Foundation portfolio is designed for investors who are risk averse with a short-term investment time horizon, though looking to supplement portfolio income with a small amount of capital growth. The primary objectives of the portfolio are to reduce exposure to market volatility, and to generate income. The target asset allocation of this portfolio is 20% equity / 80% fixed income. The 80% allocation to fixed income aims to significantly reduce portfolio volatility, with only a small portion of remaining assets exposed to equity market fluctuations. Risk level is considered to be conservative. Options available for qualified and non-qualified accounts.

 

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

 

 

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