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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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20.764 -0.120 -0.57%

19/12 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 1.55B

Type: Fund

Market: Australia

Issuer: DFA Australia Limited

ISIN: AU60DFA00299

Asset Class: Equity

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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 Change10.84%

Prev. Close20.883

Risk Rating

TTM Yield1.11%

ROE20.28%

IssuerDFA Australia Limited

Turnover0%

ROA8.60%

Inception DateNov 10, 2011

Total Assets1.55B

ExpensesN/A

Min. Investment25,000

Market Cap44.72B

CategoryMultisector Growth

What is your sentiment on Dimensional World Allocation 70/30 Trust?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1136	1046	1187	1177	1376	2063
Fund Return	13.64%	4.64%	18.67%	5.58%	6.6%	7.51%
Place in category	78	39	56	75	45	20
% in Category	52	26	37	54	36	19

Top Equity Funds by DFA Australia Limited

Name	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 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 Multisector Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Sunsuper Lifecycle Balanced Pool	23.55B	12.00	7.03	8.40
Sunsuper Balanced	17.66B	12.02	7.07	8.44
Vanguard Growth Index Fund AU	12.19B	14.71	5.77	7.89
North Index Balanced	5.19B	14.24	5.87	7.62
Ipac Select Index Balanced	5.19B	14.24	5.87	7.62

Top Holdings

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.82	39.590	-0.23%
Apple	US0378331005	1.53	254.49	+1.88%
NVIDIA	US67066G1040	1.51	134.70	+3.08%
Commonwealth Bank Australia	AU000000CBA7	1.23	150.260	-3.67%
Microsoft	US5949181045	1.15	436.60	-0.10%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dimensional World.	20.764	-0.120	-0.57%