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Dimensional World Equity Trust (0P0000YVD7)

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23.962 -0.030    -0.11%
20/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 1.27B
Type:  Fund
Market:  Australia
Issuer:  DFA Australia Limited
ISIN:  AU60DFA00356 
Asset Class:  Equity
Dimensional World Equity Trust 23.962 -0.030 -0.11%

0P0000YVD7 Overview

 
Find basic information about the Dimensional World 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 0P0000YVD7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change19.94%
Prev. Close23.989
Risk Rating
TTM Yield1.83%
ROE20.19%
IssuerDFA Australia Limited
Turnover7.26%
ROA8.40%
Inception DateJul 01, 2013
Total Assets1.27B
ExpensesN/A
Min. Investment25,000
Market Cap42.95B
CategoryMultisector Aggressive
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1138 1016 1253 1252 1552 2479
Fund Return 13.84% 1.6% 25.28% 7.77% 9.19% 9.5%
Place in category 49 101 45 16 12 6
% in Category 45 89 42 16 14 6

Top Equity Funds by DFA Australia Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Global Core Equity Trus 7.39B 18.88 10.79 11.73
  Dimensional Australian Core Equity 5.52B 9.75 7.58 8.69
  Dimensional World Allocation 70 30 1.55B 10.11 4.72 7.26
  Dimensional Australian Value Trust 1.08B 9.76 10.42 9.24
  Dimensional World Allocation 50 50 1.03B 8.16 3.44 5.87

Top Funds for Multisector Aggressive Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Growth 22.37B 10.74 7.80 9.44
  Vanguard High Growth Index Fund 10.3B 13.94 7.00 9.32
  REST Super High Growth 4.37B 12.56 7.50 8.78
  North Index Growth 3.06B 12.88 6.35 8.56
  Ipac Select Index Growth 3.06B 12.88 6.35 8.56

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 2.81 39.810 -0.67%
  Apple US0378331005 2.17 228.52 -0.21%
  NVIDIA US67066G1040 1.89 146.67 +0.53%
  Commonwealth Bank Australia AU000000CBA7 1.76 156.240 -0.09%
  Microsoft US5949181045 1.68 412.87 -0.43%

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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