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Dimensional World Allocation 70/30 Trust (0P0000UAPB)

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20.468 -0.040    -0.17%
01/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 1.55B
Type:  Fund
Market:  Australia
ISIN:  AU60DFA00299 
Asset Class:  Equity
Dimensional World Allocation 70/30 Trust 20.468 -0.040 -0.17%

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. (ISIN: AU60DFA00299)
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Rating
1-Year Change16.36%
Prev. Close20.504
Risk Rating
TTM Yield1.14%
ROE20.20%
IssuerN/A
Turnover0%
ROA8.41%
Inception DateNov 10, 2011
Total Assets1.55B
ExpensesN/A
Min. Investment25,000
Market Cap43B
CategoryMultisector Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1105 1049 1179 1159 1368 2055
Fund Return 10.48% 4.91% 17.92% 5.05% 6.46% 7.47%
Place in category 90 83 55 68 50 18
% in Category 58 51 37 49 40 17

Top Equity Funds by DFA Australia Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Global Core Equity Trus 7.39B 14.61 9.74 11.26
  Dimensional Australian Core Equity 5.52B 11.55 8.28 9.26
  Dimensional World Equity Trust 1.27B 13.58 8.16 9.68
  Dimensional Australian Value Trust 1.08B 10.72 10.60 9.63
  Dimensional World Allocation 50 50 1.03B 8.39 3.51 6.03

Top Funds for Multisector Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sunsuper Lifecycle Balanced Pool 58.59B 9.09 6.54 8.27
  Sunsuper Balanced 16.92B 9.11 6.60 8.31
  Vanguard Growth Index Fund AU 11.76B 11.06 5.11 7.88
  North Index Balanced 5.07B 11.21 5.47 7.60
  Ipac Select Index Balanced 5.07B 11.21 5.47 7.60

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 1.98 42.600 -0.42%
  Apple US0378331005 1.54 221.92 -0.44%
  NVIDIA US67066G1040 1.34 137.98 +1.91%
  Commonwealth Bank Australia AU000000CBA7 1.24 144.350 +1.59%
  Microsoft US5949181045 1.19 407.20 -0.77%

Technical Summary

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