Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: Index Reconstitution: The Price of Tracking


Client Site | Issue Briefs
JUNE 01, 2016
Index Reconstitution: The Price of Tracking
Index funds may be a good option for investors seeking investments with low fees. However, an index fund manager’s strict adherence to an index comes at a cost in the form of reduced discretion around trading.

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Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.