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Dimensional Australian Core Equity Trust (0P00007IS7)

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16.239 -0.160    -0.97%
20/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 5.39B
Type:  Fund
Market:  Australia
ISIN:  AU60DFA00034 
Asset Class:  Equity
Dimensional Australian Core Equity Trust 16.239 -0.160 -0.97%

0P00007IS7 Overview

 
Find basic information about the Dimensional Australian Core 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 0P00007IS7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.48%
Prev. Close16.398
Risk Rating
TTM Yield3.19%
ROE13%
IssuerN/A
Turnover7.12%
ROA5.05%
Inception DateJul 03, 2006
Total Assets5.39B
ExpensesN/A
Min. Investment25,000
Market Cap15.83B
CategoryEquity Australia Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1131 1060 1211 1286 1488 2457
Fund Return 13.13% 5.99% 21.14% 8.74% 8.28% 9.41%
Place in category 213 124 195 138 81 35
% in Category 73 40 66 52 33 18

Top Equity Funds by DFA Australia Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  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
  Dimensional World Allocation 50 50 1.03B 10.78 4.04 6.03

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 6.69B 14.67 8.98 8.85
  Fidelity Australian Equities Fund 4.78B 12.27 5.88 8.63
  Macquarie True Index Australian Sha 3.46B 14.94 9.13 9.10

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 7.21 39.900 +0.78%
  Commonwealth Bank Australia AU000000CBA7 4.85 154.680 +2.94%
  National Australia Bank AU000000NAB4 3.34 37.140 +2.12%
  Westpac Banking AU000000WBC1 2.61 32.290 +1.96%
  Goodman Group AU000000GMG2 2.42 36.550 +1.75%

Technical Summary

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