DCOR offers a similar approach, and at the time of launch, offered a lower expense ratio than the US Core Equity 2 ETF. The US Core Equity 2 ETF converted from a mutual fund two years earlier. The Issuer is known for taking a broad market index type approach and actively tilting the weightings in pursuing long-term capital appreciation. The funds portfolio tends to tilt towards smaller capitalization companies, which have a lower relative price to book value and perceived higher profitability. Additional factors may be considered such as price to cash flow and earnings ratios. Stock positions may increase or decrease based on shorter-term outlooks, such as price momentum or change in investment characteristics. The fund manager may also use futures and options to leverage exposure or manage fund flows. Underlying securities may also be involved in lending to provide additional income to the fund. Since the fund is actively managed, it may have a higher turnover rate as compared to similar index funds.
公司网站 :
https://www.dimensional.com/us-en/funds/dcor/us-core-equity-1-etf
总经理:-
建立时间:2023
公司总部:Dimensional ETF Trust Dimensional US Core Equity 1 ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds