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Dimensional World Allocation 50/50 Trust (0P0000YVD6)

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15.684 +0.010    +0.08%
20/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 1.03B
Type:  Fund
Market:  Australia
Issuer:  DFA Australia Limited
ISIN:  AU60DFA00331 
Asset Class:  Equity
Dimensional World Allocation 50/50 Trust 15.684 +0.010 +0.08%

0P0000YVD6 Overview

 
Find basic information about the Dimensional World Allocation 50/50 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 0P0000YVD6 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.51%
Prev. Close15.672
Risk Rating
TTM Yield1.11%
ROE20.25%
IssuerDFA Australia Limited
Turnover0%
ROA8.58%
Inception DateJul 01, 2013
Total Assets1.03B
ExpensesN/A
Min. Investment25,000
Market Cap44.52B
CategoryMultisector Balanced
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Dimensional World Allocation 50/50 Trust Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1108 1036 1145 1126 1268 1796
Fund Return 10.78% 3.61% 14.54% 4.04% 4.86% 6.03%
Place in category 54 15 52 52 38 9
% in Category 52 16 49 60 42 14

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 World Equity Trust 1.28B 18.40 8.99 9.84
  Dimensional Australian Value Trust 1.06B 12.56 12.35 10.06

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Balanced Index Fund 8.68B 11.11 3.44 6.11
  Sunsuper Retirement 5.16B 9.19 5.43 6.53
  FirstChoice WS Inv FirstChoice WS M 4.7B 12.70 4.48 5.87
  CFS FC ESup FirstChoice Moderate Se 4.7B 11.80 4.60 5.59
  CFS FC W PSup FirstChoice W Moderat 4.7B 11.29 4.16 5.46

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 1.31 39.900 +0.78%
  Apple US0378331005 1.09 254.49 +1.88%
  NVIDIA US67066G1040 1.07 134.70 +3.08%
  Commonwealth Bank Australia AU000000CBA7 0.88 154.680 +2.94%
  Microsoft US5949181045 0.82 436.60 -0.10%

Technical Summary

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