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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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20.738 -0.054 -0.26%

27/03 - Closed. Currency in AUD

Morningstar Rating:
Total Assets: 1.63B

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 Change4.76%

Prev. Close20.792

Risk Rating

TTM Yield1.07%

ROE20.44%

IssuerDFA Australia Limited

Turnover0%

ROA8.62%

Inception DateNov 10, 2011

Total Assets1.63B

ExpensesN/A

Min. Investment25,000

Market Cap50.69B

CategoryMultisector Growth

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

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1017	1005	1107	1213	1431	1921
Fund Return	1.73%	0.47%	10.66%	6.64%	7.43%	6.75%
Place in category	31	76	66	74	36	21
% in Category	23	49	43	53	29	19

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.52B	1.04	8.12	7.95
Dimensional Global Core Equity Trus	4.54B	2.14	14.31	10.97
Dimensional World Equity Trust	1.37B	1.70	9.84	8.82
Dimensional Australian Value Trust	1.08B	0.96	9.07	8.56
Dimensional World Allocation 50 50	1.07B	1.48	5.09	5.47

Top Funds for Multisector Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Sunsuper Lifecycle Balanced Pool	24.22B	1.31	7.73	7.86
Sunsuper Balanced	18.01B	1.39	7.82	7.91
Vanguard Growth Index Fund AU	12.35B	1.47	7.42	7.03
Ipac Select Index Balanced	5.16B	1.54	7.23	6.80
North Index Balanced	5.16B	1.54	7.23	6.80

Top Holdings

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.92	39.690	+0.13%
Apple	US0378331005	1.58	217.90	-2.66%
NVIDIA	US67066G1040	1.34	109.67	-1.58%
Microsoft	US5949181045	1.16	378.80	-3.02%
Commonwealth Bank Australia	AU000000CBA7	1.15	150.430	+0.26%

Technical Summary

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

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