Breaking News
Get 50% Off 0
👀 Ones to watch: The MOST undervalued shares to buy right now
See Undervalued Shares
Close

Dimensional Australian Large Company Trust (0P00007GN9)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
25.912 +0.070    +0.26%
24/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 878.4M
Type:  Fund
Market:  Australia
Issuer:  DFA Australia Limited
ISIN:  AU60DFA01032 
Asset Class:  Equity
Dimensional Australian Large Company Trust 25.912 +0.070 +0.26%

0P00007GN9 Overview

 
Find basic information about the Dimensional Australian Large Company 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 0P00007GN9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change7.28%
Prev. Close25.844
Risk Rating
TTM Yield3.33%
ROE13.82%
IssuerDFA Australia Limited
Turnover8.16%
ROA4.50%
Inception DateSep 06, 2000
Total Assets878.4M
ExpensesN/A
Min. Investment25,000
Market Cap49.91B
CategoryEquity Australia Large Blend
What is your sentiment on Dimensional Australian Large Company Trust?
or
Market is currently closed. Voting is open during market hours.

Dimensional Australian Large Company Trust Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1143 1050 1222 1333 1481 2391
Fund Return 14.32% 4.95% 22.19% 10.05% 8.16% 9.11%
Place in category 186 226 179 39 98 49
% in Category 62 73 62 16 41 25

Top Equity Funds by DFA Australia Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Australian Core Equity 5.57B 13.13 8.74 9.41
  Dimensional Global Core Equity Trus 4.43B 25.39 11.61 11.85
  Dimensional World Allocation 70 30 1.6B 13.64 5.58 7.51
  Dimensional World Equity Trust 1.34B 18.40 8.99 9.84
  Dimensional Australian Value Trust 1.1B 12.56 12.35 10.06

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 38.57B 14.85 9.01 8.96
  Sunsuper Australian Shares Index 7.66B 14.57 9.60 9.32
  Mercer Passive Australian Share 6.74B 14.67 8.98 8.85
  Dimensional Australian Core Equity 5.57B 13.13 8.74 9.41
  Fidelity Australian Equities Fund 4.78B 12.27 5.88 8.63

Top Holdings

Name ISIN Weight % Last Change %
  Commonwealth Bank Australia AU000000CBA7 11.06 156.210 +0.70%
  BHP Group Ltd AU000000BHP4 8.46 39.770 +0.10%
  CSL AU000000CSL8 5.47 282.35 +0.57%
  National Australia Bank AU000000NAB4 4.80 37.580 +0.51%
  Westpac Banking AU000000WBC1 4.49 32.660 +0.71%

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00007GN9 Comments

Write your thoughts about Dimensional Australian Large Company Trust
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email