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Dimensional World Equity Trust (0P0000YVD7)

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24.097 +0.230    +0.94%
23/12 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  DFA Australia Limited
ISIN:  AU60DFA00356 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.28B
Dimensional World Equity Trust 24.097 +0.230 +0.94%

0P0000YVD7 Overview

 
Find basic information about the Dimensional World Equity Trust 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 0P0000YVD7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.67%
Prev. Close23.872
Risk Rating
TTM Yield1.76%
ROE20.26%
IssuerDFA Australia Limited
Turnover7.26%
ROA8.59%
Inception DateJul 01, 2013
Total Assets1.28B
ExpensesN/A
Min. Investment25,000
Market Cap44.62B
CategoryMultisector Aggressive
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Dimensional World Equity Trust Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1184 1063 1241 1294 1568 2557
Fund Return 18.4% 6.33% 24.07% 8.99% 9.41% 9.84%
Place in category 38 17 32 15 12 8
% in Category 35 16 31 16 13 8

Top Equity Funds by DFA Australia Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Australian Core Equity 5.39B 13.13 8.74 9.41
  Dimensional Global Core Equity Trus 4.22B 25.39 11.61 11.85
  Dimensional World Allocation 70 30 1.55B 13.64 5.58 7.51
  Dimensional Australian Value Trust 1.06B 12.56 12.35 10.06
  Dimensional World Allocation 50 50 1.03B 10.78 4.04 6.03

Top Funds for Multisector Aggressive Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Growth 23.58B 13.93 8.44 9.70
  Vanguard High Growth Index Fund 10.95B 18.39 8.09 9.63
  REST Super High Growth 4.95B 14.88 8.18 8.86
  Ipac Select Index Growth 3.16B 16.86 7.24 8.87
  North Index Growth 3.16B 16.86 7.24 8.87

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 2.62 39.730 -0.43%
  Apple US0378331005 2.18 258.20 +1.15%
  NVIDIA US67066G1040 2.15 140.22 +0.39%
  Commonwealth Bank Australia AU000000CBA7 1.76 155.120 +0.28%
  Microsoft US5949181045 1.64 439.33 +0.94%

Technical Summary

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