1. Impact of Investment Expenses
SCLC: INSIG H T
Impact of Investment Expenses
DATE: July 2013
$6,000,000
Growth of Hypothetical 70/30 Portfolio Under 1% and 2% Cost Factors:
January 1988 through December 2012
$5,000,000
$5,028,268
70/30 Low Cost:1%
70/30 High Cost:2%
$4,000,000
$3,897,876
$3,000,000
$2,000,000
Composition of Hypothetical 70/30 Portfolios:
$1,000,000
MSCI All Country World Index (gross div.): Barclays US Aggregate Bond Index:
70%
20%
Citigroup World Gov't Bond Index ex US 1-5 Years (hedged ): 10% $0
Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan-12
Source: Dimensional Fund Advisors. Rev July 2013
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