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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

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19.105 +0.001    +0.01%
16/02 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.31B
Type:  Fund
Market:  Australia
Issuer:  DFA Australia Limited
ISIN:  AU60DFA00299 
Asset Class:  Equity
Dimensional World Allocation 70/30 Trust 19.105 +0.001 +0.01%

0P0000UAPB Overview

 
Find basic information about the Dimensional World Allocation 70/30 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 0P0000UAPB MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.23%
Prev. Close19.104
Risk Rating
TTM Yield1.30%
ROE20.33%
IssuerDFA Australia Limited
Turnover0%
ROA7.94%
Inception DateNov 10, 2011
Total Assets1.31B
ExpensesN/A
Min. Investment25,000
Market Cap35.92B
CategoryMultisector Growth
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Dimensional World Allocation 70/30 Trust Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1009 1103 1092 1184 1396 2000
Fund Return 0.91% 10.29% 9.21% 5.78% 6.89% 7.18%
Place in category 144 47 36 69 42 15
% in Category 78 27 25 47 34 15

Top Equity Funds by DFA Australia Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Global Core Equity Trus 3.73B 3.50 13.49 10.68
  Dimensional Australian Core Equity 4.87B 0.90 9.65 8.79
  Dimensional World Equity Trust 1.02B 1.42 10.04 9.20
  Dimensional Australian Value Trust 999.19M 2.15 12.86 9.27
  Dimensional World Allocation 50 50 957M 0.73 3.68 5.83

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Balanced Pool 63.92B 1.22 8.01 8.08
  Vanguard Growth Index Fund AU 10.37B 1.32 5.47 7.56
  AMP Capital Future Directions Balan 8.24B -7.90 4.24 8.00
  Ipac Select Index Balanced 4.89B 1.10 5.93 7.23
  North Index Balanced 4.89B 1.10 5.93 7.23

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 2.34 44.470 -2.35%
  Apple US0378331005 1.48 181.56 -0.41%
  Microsoft US5949181045 1.31 402.79 -0.31%
  Commonwealth Bank Australia AU000000CBA7 1.16 114.620 -1.99%
  National Australia Bank AU000000NAB4 0.79 33.610 +0.36%

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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