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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

Sydney

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23.754 +0.067 +0.28%

- Delayed Data. Currency in AUD

Morningstar Rating:
Total Assets: 2.1B

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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Technical Chart

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Rating

1-Year Change3.09%

Prev. Close23.687

Risk Rating

TTM Yield2.61%

ROE23.20%

IssuerDFA Australia Limited

Turnover0%

ROA10.82%

Inception DateNov 10, 2011

Total Assets2.1B

ExpensesN/A

Min. Investment25,000

Market Cap62.71B

CategoryMultisector Growth

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1053	997	1069	1414	1389	2129
Fund Return	5.29%	-0.3%	6.9%	12.23%	6.8%	7.85%
Place in category	38	122	29	28	29	13
% in Category	20	78	14	17	21	11

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional World Equity Trust	1.94B	8.38	15.98	10.68
Dimensional World Allocation 50 50	1.29B	4.09	9.75	6.04
Dimensional Australian Large Compan	1.04B	5.82	11.73	9.33
Dimensional Global Real Estate Trus	924.82M	-2.17	7.30	4.52

Top Funds for Multisector Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
Sunsuper Lifecycle Balanced Pool	29.93B	3.84	9.63	8.37
Sunsuper Balanced	25.35B	3.84	9.80	8.45
Vanguard Growth Index Fund AU	14.82B	4.65	12.02	7.99
North Index Balanced	5.49B	5.07	11.75	7.84
IOOF Balanced Investor Trust	5.41B	5.37	11.03	7.89

Top Holdings

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	2.35	56.890	-1.16%
NVIDIA	-	1.72	204.64	-4.22%
Apple	-	1.54	344.63	-1.23%
Microsoft	-	1.17	521.91	-1.55%
CBA	AU000000CBA7	1.05	165.040	-1.01%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Dimensional World.	23.754	+0.067	+0.28%
089790	5,570	+30	+0.54%
JYNT	7.03	-0.33	-4.48%