Copyright © 2004 by The New York Times Company. Reprinted for web use with permission. Reprinted by Scoop ReprintSource 1-800-767-3263.
Reading the Index to Beat the Index
By Howard Isenstein
The New York Times
January 2004
The New York Times
January 2004
Index funds mirror the market, and they appeal to investors who realize that most fund managers do not beat the market for extended periods. But by tweaking the mathematical approach taken by index funds, Dimensional Fund Advisors has often been able to beat them.
This article is made available strictly for educational purposes, and under no circumstances should be construed as investment advice or as an offering of or solicitation of an offer to buy any security. The mutual funds referenced in this article are not available for sale in Canada or any other jurisdiction outside the US, and nothing on this website is an offer or solicitation in any jurisdiction where such offer or solicitation is not authorized or is unlawful.
This article contains the opinions of the author(s) but not necessarily of Dimensional, and do not represent a recommendation of any particular security, strategy or investment product. The opinions of the author(s) are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed.
This article contains the opinions of the author(s) but not necessarily of Dimensional, and do not represent a recommendation of any particular security, strategy or investment product. The opinions of the author(s) are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed.
