Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
Close

Dimensional World Allocation 50/50 Trust (0P0000YVD6)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
15.672 -0.070    -0.43%
19/12 - Delayed Data. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  DFA Australia Limited
ISIN:  AU60DFA00331 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.03B
Dimensional World Allocation 50/50 Trust 15.672 -0.070 -0.43%

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)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change8.51%
Prev. Close15.739
Risk Rating
TTM Yield1.11%
ROE20.25%
IssuerDFA Australia Limited
Turnover0%
ROA8.58%
Inception DateJul 01, 2013
Total Assets1.03B
ExpensesN/A
Min. Investment25,000
Market Cap44.52B
CategoryMultisector Balanced
What is your sentiment on Dimensional World Allocation 50/50 Trust?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from Watchlist  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1108 1036 1145 1126 1268 1796
Fund Return 10.78% 3.61% 14.54% 4.04% 4.86% 6.03%
Place in category 54 15 52 52 38 9
% in Category 52 16 49 60 42 14

Top Equity Funds by DFA Australia Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Australian Core Equity 5.39B 13.13 8.74 9.41
  Dimensional Global Core Equity Trus 4.22B 25.39 11.61 11.85
  Dimensional World Allocation 70 30 1.55B 13.64 5.58 7.51
  Dimensional World Equity Trust 1.28B 18.40 8.99 9.84
  Dimensional Australian Value Trust 1.06B 12.56 12.35 10.06

Top Funds for Multisector Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Balanced Index Fund 8.68B 11.11 3.44 6.11
  Sunsuper Retirement 5.16B 9.19 5.43 6.53
  FirstChoice WS Inv FirstChoice WS M 4.7B 12.70 4.48 5.87
  CFS FC ESup FirstChoice Moderate Se 4.7B 11.80 4.60 5.59
  CFS FC W PSup FirstChoice W Moderat 4.7B 11.29 4.16 5.46

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 1.31 39.710 +0.30%
  Apple US0378331005 1.09 254.49 +1.88%
  NVIDIA US67066G1040 1.07 134.70 +3.08%
  Commonwealth Bank Australia AU000000CBA7 0.88 154.110 +2.56%
  Microsoft US5949181045 0.82 436.60 -0.10%

Technical Summary

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

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000YVD6 Comments

Write your thoughts about Dimensional World Allocation 50/50 Trust
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email