Dimensional Fund Advisors
Dimensional Fund Advisors is a global investment firm with more than $230 billion in assets under management. The firm has offices in Austin, Amsterdam, Berlin, London, Santa Monica, Sydney, and Vancouver. Through its collaborative relationships with leading financial economists, Dimensional has established a strong reputation as an innovative investment manager that combines financial research with the practical world of investing.
Dimensional was founded in 1981 on a set of ideas that influenced financial economics. It is possible to add value without trying to pick stocks or outguess the market. In markets where securities are freely traded, Dimensional believes their prices are almost always fairly valued which provides an opportunity for investors to benefit from the natural relationship that exists between risk and return. By systematically focusing on the dimensions of risk that are worth taking—and avoiding those that are not—Dimensional’s strategies are designed to deliver higher expected returns.
Investment Option Firm/Funds
DFA Investment Dimensions Group Inc. VA |
Asset Category |
Risk Ranking |
Objective/Primary Investments |
| Global Bond |
World Bond |
1 2 3 4 5 |
Seeks to provide a market rate of return for a fixed income portfolio with low relative volatility of returns. Generally invests in a universe of U.S. and foreign debt securities maturing in five years or less. The fixed income securities in which the portfolio invests are considered investment grade at the time of purchase. Seeks hedge foreign currency risks.2 |
| International Small |
Small Cap International |
1 2 3 4 5 |
Seeks to achieve long-term capital appreciation. Generally invests in small company securities associated with Japan, United Kingdom, Canada, Australia, New Zealand and Pacific Rim Asian countries and securities of small companies organized under the laws of certain European countries.1, 2 |
International Value
|
Large Cap International |
1 2 3 4 5 |
Seeks to achieve long-term capital appreciation. Invests in the stocks of non-US companies which Dimensional believes to be value stocks at the time of purchase. Securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value. Currently invests in companies associated with Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and the United Kingdom.2 |
| Short-Term Fixed |
Investment Grade Bond |
1 2 3 4 5 |
Seeks to achieve stable real return in excess of the rate of inflation with a minimum of risk. Generally invests in high-quality fixed income securities that typically mature within one year from the date of settlement. |
US Large Value
|
Large Cap Value |
1 2 3 4 5 |
Seeks to achieve long-term capital appreciation. Generally invests in a broad cross-section of large US value companies on a market-cap weighted basis. Securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value. |
|
US Targeted Value |
Small Cap Value |
1 2 3 4 5 |
Seeks to achieve long-term capital appreciation. Generally invests in a broad cross-section of US small value companies on a market-cap weighted basis. Securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value.1 |
Variable products issued by Ameritas Life Insurance Corp. and underwritten by affiliate Ameritas Investment Corp. Variable products have investment risk, including the possible loss of principal. Before investing, carefully consider the investment objectives, risks, charges, expenses and other important information about the policy issuer and underlying investment options. This information can be found in the policy and investment option prospectuses, which are available on this web site. Please read the prospectuses carefully before investing or sending money. Information on the risk ranking of investment options is provided by Ameritas Life Insurance Corp.'s Investment Products Group and is provided as impersonal information, and not as investment advice. The Investment Products Group is not advising you personally concerning the nature, potential, value or suitability of any particular investment option. The provision of a risk ranking does not constitute a recommendation that any particular investment option is suitable for any specific person. Risk rankings are prepared from sources believed to be reliable, but the sources are not guaranteed and may not be accurate. Please consult with your own advisers concerning the advisability of selecting particular investment options within your policy. Risk rankings range from "1" (lower risk and lower reward potential) to "5" higher risk and higher reward potential).
1Small-capitalization stocks have historically exhibited more volatility than larger-capitalization stocks.
2Foreign securities, foreign currencies and securities issued by U.S. entities with substantial foreign operations can involve additional risk relating to political, economic or regulatory conditions in foreign countries and these risks are greater in emerging markets. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial and other operational risk; and the less stringent investor protection and disclosure standards of some foreign markets.
Ameritas Life Insurance Corp and Dimensional Fund Advisors are not affiliated.
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