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Dimensional Global Core Equity Fund Usd Accumulation (0P0000J29S)

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33.600 -0.130    -0.39%
16/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  Ireland
ISIN:  IE00B2PC0153 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.49B
Dimensional Global Core Equity Fund USD Accumulati 33.600 -0.130 -0.39%

0P0000J29S Overview

 
Find basic information about the Dimensional Global Core Equity Fund Usd Accumulation mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000J29S MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.7%
Prev. Close33.73
Risk Rating
TTM Yield0%
ROE24.05%
IssuerN/A
TurnoverN/A
ROA9.21%
Inception DateSep 03, 2008
Total Assets6.49B
ExpensesN/A
Min. Investment200,000
Market Cap51.37B
CategoryGlobal Large - Cap Blend Equity
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Dimensional Global Core Equity Fund Usd Accumulation Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1036 1037 1154 1138 1566 2138
Fund Return 3.59% 3.69% 15.4% 4.42% 9.39% 7.89%
Place in category 3748 2112 2901 1515 1187 639
% in Category 54 30 46 30 31 29

Top Equity Funds by Dimensional Ireland Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Global Core Equity FuUD 6.49B 3.65 4.43 7.89
  Global Sustainability Core EquityUA 4.14B 8.29 7.17 8.87
  Global Sustainability Core Equity F 4.14B 8.29 7.16 8.87
  Dimensional Pacific Basin Small CUA 112.23M -0.42 -1.62 4.47
  Dimensional Pacific Basin Small Com 112.23M -0.39 -1.62 4.46

Top Funds for Global Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Developed World Index Sub Fund InsD 22.16B 8.53 8.34 9.25
  Developed World Index Sub Fund USD 22.16B 8.54 8.56 9.36
  Developed World Index Sub Fund FlAU 22.16B 4.60 5.76 9.01
  IE00BD0NCN62 22.16B 5.19 8.66 -
  Global Stock Index Ins USD 19.96B 5.53 8.59 8.95

Top Holdings

Name ISIN Weight % Last Change %
Microsoft Corp - 2.94 - -
Apple Inc - 2.75 - -
NVIDIA Corp - 2.08 - -
Amazon.com Inc - 1.47 - -
Meta Platforms Inc Class A - 1.40 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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