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Index Funds Backed By Academic Research
- Benjamin Felix and Cameron Passmore use index funds and specifically recommend Dimensional Fund Advisors for clients.
- They apply academic factor research to long‑term, regularly rebalanced global portfolios for themselves and clients.
Factor Tilts Can Lower Volatility
- DFA funds tilt toward small‑cap and value, so holders own more of those factors than market‑cap indices.
- Combining different factor exposures can raise expected returns while lowering overall portfolio volatility.
From Fidelity Mutual Funds To DFA
- Benjamin Felix recounts his early mistakes investing in actively managed mutual funds recommended by his firm.
- He moved those holdings into Dimensional after learning more in his MBA and industry experience.