DFA US Large Value
Objective And StrategyObjective
Long-term capital appreciation.
Purchases a broad and diverse group of readily marketable common stocks of large U.S. companies that the Advisor determines to be value stocks. In general, the higher the relative market capitalization of the U.S. large cap company, the greater its representation in the Portfolio. The Advisor may adjust market capitalization weights after considering such factors as momentum, trading strategies, liquidity management and other factors that the Advisor determines appropriate, given market conditions. As a non-fundamental policy, under normal circumstances, Portfolio will invest at least 80% of its net assets in securities of large cap U.S. companies. The Portfolio may use derivatives, such as futures contracts and options on futures contracts for U.S. equity securities and indices.
Low Cost Fund
To meet the needs of many policyholders, we offer access to a suite of low-cost funds for an additional fee ranging from 0.10%-0.35% of the total amount of assets invested in the fund(s). See prospectus for further details.