Dimensional makes changes to four funds in asset allocation move

Group amends names and clarifies objectives

Anna Fedorova
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Dimensional Fund Advisors is changing the name of three funds and amending the investment policy of a fourth as it seeks to clarify the allocation limits of the products.

The changes will see the Multi-Factor Conservative fund renamed World Allocation 40/60 to reflect its target allocation of around 60% to fixed income and 40% to equities. Similarly, the Multi-Factor Balanced fund will be renamed the World Allocation 60/40 fund, to reflect a target allocation of 60% to equities and 40% to fixed income. Meanwhile, the Multi-Factor Equity Fund will be rebranded World Equity. A description of the funds' asset allocation targets will be added to their investment policies to clarify their objectives. Each fund will be able to hold 20 percentage points...

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