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Example Product Portfolio Gap Analysis Template
The total number of equities is based on the number of companies listed on the New York Stock Exchange, NYSE Alternext
US LLC, Nasdaq Global Market or such other securities exchanges deemed appropriate by Dimensional Fund Advisors.
Portfolio Gap Analysis
Portfolio Diversification
Potential Gap
Global Diversification
continued
International investments include developed markets with well established companies and listing
standards similar to the U.S., and also include emerging markets countries with potentially rapid but
volatile growth.
International investing can help enhance the diversification of a portfolio as it spreads risk across
several economies and financial markets. There is a wide range of returns generated from each
individual country market as driven by individual geopolitical or economic factors. Investments
across a greater number of individual country markets investments may provide more effective
diversification.
The table below compares the weights of the current and recommended portfolios relative to the
global market distribution.
Global Market Current Portfolio
Recommended
Portfolio
Gap
% Weight % Weight % Weight % Weight
US Core Equity 44 60 100 -40
International Core Equity 43 30 0 30
Emerging Core Equity 13 11 0 11
Not Classified 0 0 0 0
Figures are rounded to the nearest 1%.
The table below presents the number of individual securities holdings within the U.S., Developed
International, and Emerging Markets countries. The recommended portfolio may include 10,000 or
more distinct individual securities across the global markets.
Global Market Current Portfolio
Recommended
Portfolio
Gap
Number of
Securities
Number of
Securities
Number of
Securities
Number of
Securities
US Core Equity 6082 272 1 271
International Core Equity 8556 255 0 255
Emerging Core Equity 8585 120 0 120
Not Classified 0 0 0 0
Total 23223 647 1 646
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