DFA Canadian Core Equity Fund Class A
The mutual funds managed by DFA Canada are available only to Canadian residents, through representatives authorized by us and affiliated with approved registered dealers.
The following is only a summary of the Fund. For a full description, please consult the Fund's prospectus.
The fundamental investment objective of the Canadian Core Equity Fund is to achieve long-term capital appreciation by investing primarily in common stocks of Canadian companies.
In constructing the portfolio, Dimensional buys a broad and diverse group of securities, with an increased exposure to securities of small issuers and securities that it considers to be value securities. Dimensional typically determines size based upon market capitalization. In assessing value, Dimensional may consider factors such as a company's shares having a high book value in relation to its market value, and price-to-cash-flow or price-to-earnings ratios. The criteria used for assessing value may change from time to time.
Where practical, Dimensional may seek to increase the after-tax value of an investment by managing the Fund in a manner that may defer the realization of net capital gains and reduce dividend income.
The principal risks associated with an investment in this fund are market risk, foreign market risk,
style risk, currency risk, and multiple class risk. An investment in this fund may also involve the
risks associated with the use of derivatives, and with securities lending transactions, repurchase
transactions, or reverse repurchase transactions. These risks are described in the
prospectus in the section called "What are the risks of investing in a
mutual fund?"
| Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated. |