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Dimensional World Allocation 50/50 Trust (0P0000YVD6)

Sydney

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15.906 +0.020 +0.15%

29/01 - Closed. Currency in AUD

Type: Fund

Market: Australia

Issuer: DFA Australia Limited

ISIN: AU60DFA00331

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.06B

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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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Rating

1-Year Change9.09%

Prev. Close15.881

Risk Rating

TTM Yield1.15%

ROE20.47%

IssuerDFA Australia Limited

Turnover0%

ROA8.57%

Inception DateJul 01, 2013

Total Assets1.06B

ExpensesN/A

Min. Investment25,000

Market Cap47.4B

CategoryMultisector Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1098	1013	1098	1099	1259	1763
Fund Return	9.85%	1.34%	9.85%	3.19%	4.72%	5.84%
Place in category	50	40	50	61	40	7
% in Category	50	40	50	67	45	12

Top Equity Funds by DFA Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Dimensional Australian Core Equity	5.57B	10.06	6.51	8.93
Dimensional Global Core Equity Trus	4.43B	26.74	11.14	11.63
Dimensional World Allocation 70 30	1.6B	12.23	4.33	7.24
Dimensional World Equity Trust	1.34B	16.86	7.30	9.53
Dimensional Australian Value Trust	1.1B	8.75	9.28	9.63

Top Funds for Multisector Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Balanced Index Fund	8.64B	10.35	2.87	5.87
Sunsuper Retirement	5.18B	9.06	4.88	6.44
CFS FC W Pen FirstChoice W Moderate	4.73B	12.04	3.90	5.91
FirstChoice WS Inv FirstChoice WS M	4.73B	11.91	3.66	5.65
CFS FC ESup FirstChoice Moderate Se	4.73B	11.13	3.86	5.40

Top Holdings

Name	ISIN	Weight %	Last	Change %
BHP Group Ltd	AU000000BHP4	1.24	39.480	+0.89%
Apple	US0378331005	1.12	237.97	-0.58%
NVIDIA	US67066G1040	1.09	118.95	-3.84%
Commonwealth Bank Australia	AU000000CBA7	0.91	160.610	+0.96%
Microsoft	US5949181045	0.84	414.76	-6.23%

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Dimensional World.	15.906	+0.020	+0.15%