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Dimensional World Allocation 50/50 Trust (0P0000YVD6)

Sydney

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15.906 +0.020 +0.10%

28/02 - Delayed Data. Currency in AUD

Type: Fund

Market: Australia

Issuer: DFA Australia Limited

ISIN: AU60DFA00331

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.07B

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Dimensional World Allocation 50/50 Trust Overview

Find basic information about the Dimensional World Allocation 50/50 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 0P0000YVD6 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: AU60DFA00331)

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Technical Chart

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Rating

1-Year Change7.1%

Prev. Close15.89

Risk Rating

TTM Yield1.13%

ROE20.77%

IssuerDFA Australia Limited

Turnover0%

ROA8.75%

Inception DateJul 01, 2013

Total Assets1.07B

ExpensesN/A

Min. Investment25,000

Market Cap49.62B

CategoryMultisector Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1017	1033	1109	1150	1263	1752
Fund Return	1.72%	3.31%	10.93%	4.77%	4.78%	5.77%
Place in category	74	66	56	56	38	7
% in Category	67	62	54	61	41	11

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.68B	4.33	10.24	9.10
Dimensional Global Core Equity Trus	4.55B	2.51	12.70	11.59
Dimensional World Allocation 70 30	1.63B	2.25	6.35	7.20
Dimensional World Equity Trust	1.38B	3.07	9.85	9.57
Dimensional Australian Value Trust	1.12B	4.77	12.11	9.91

Top Funds for Multisector Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Balanced Index Fund	8.79B	1.86	4.56	5.75
Sunsuper Retirement	5.27B	1.53	5.90	6.43
CFS FC ESup FirstChoice Moderate Se	4.8B	1.98	5.50	5.36
CFS FC W PSup FirstChoice W Moderat	4.8B	1.93	5.05	5.22
CFS FC W Pen FirstChoice W Moderate	4.8B	2.13	5.72	5.86

Top Holdings

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.25	39.130	-1.19%
Apple	US0378331005	1.23	238.03	-1.58%
NVIDIA	US67066G1040	1.10	114.06	-8.69%
Microsoft	US5949181045	0.86	388.49	-2.14%
Commonwealth Bank Australia	AU000000CBA7	0.84	156.370	-0.48%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dimensional World.	15.906	+0.020	+0.10%