Strategic Beta

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Strategic Beta

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Investment Insights

Fortune explains the difference between cap-weighted and fundamental index strategies.
Investment Insights

An explanation of key distinctions between the Dimensional Fund Advisors strategy and the approach employed by the Schwab Fundamental Index products.
Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.
Investment Insights

Perspective on the benefits of combining fundamental and market-cap indexing, and why Schwab believes now is a good time for fundamental indexing.

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