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Crisis in Ukraine
MBA, MST, CFP®, AIF®, Chief Investment Officer
Dimensional Core 60/40 Wealth Index Model: January 1985–present: Dimensional Wealth Index Model data compiled by Dimensional. 60% of the weight is allocated to the Dimensional Core 100/0 Wealth Index Model, and 40% of the weight is allocated to the Dimensional US Adjusted Investment Grade Index. The Wealth Index Model returns are calculated monthly as a weighted average of the returns of the underlying indices. The Dimensional US Adjusted Investment Grade Index is represented by Bloomberg US Aggregate Bond Index from January 1985 to January 1989. The Dimensional Core 60/40 Wealth Index Model has been retrospectively calculated by Dimensional and did not exist prior to March 2020.
The Dimensional Core 100/0 Wealth Index Model combines the following indices: Dimensional US Adjusted Market 1 Index, Dimensional US Adjusted Market 2 Index, Dimensional International Adjusted Market Index, Dimensional Emerging Markets Adjusted Market Index, and the S&P Global REIT Index (gross dividends).
Dimensional US Adjusted Market 1 Index: Targets all securities of US companies traded on the NYSE, NYSE MKT (formerly AMEX), and Nasdaq Global Market with an emphasis on companies with smaller capitalization, lower relative price, and higher profitability, excluding those with the lowest profitability and highest relative price within the small cap universe. The index also excludes those companies with the highest asset growth within the small cap universe.
Dimensional US Adjusted Market 2 Index: Has similar security targes and emphasis as the Dimensional US Adjusted Market 1 Index but overweights securities of companies with smaller capitalization and lower relative price to a greater degree than the Dimensional US Adjusted Market 1 Index.
Dimensional US Adjusted Investment Grade Index: Includes securities in Bloomberg US 3–10 Year Government, Credit Aaa, Aa, A, Baa indices; and Bloomberg US 1–3 Year Government, Credit Aaa, Aa, A, Baa indices. Securities can be over- or underweighted based on government/credit spreads.