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    Fund

    Dimensional Multi-Factor Balanced Trust (19797.AX)

    11.38 Up 0.09(0.80%) Aug 27
    Prev Close:11.29
    YTD Return*:5.92%
    Net Assets*:55.70M
    Yield*:3.59%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in AUD.

    Headlines

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    Dimensional Multi-Factor Balanced Trust (19797.AX)

    Top Holdings

    Symbol% AssetsYTD Return %
    NAUBF.AX1.15N/A
    ANEWF.AX1.06N/A
    BHPLF.AX0.95N/A
    WEBNF.AX0.84N/A
    CBAUF.AX0.69N/A

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:55.7M
    Category:Multisector Balanced
    Annual Report Expense Ratio (net):NaN%

    Performance & Risk

    YTD Return:5.92%
    5y Avg Return:N/A
    Rank in Category (ytd):17
    % Rank in Category (ytd):12.41%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The trust will gain some or all of its market exposure by investing in other funds managed by the Dimensional Group (including other Dimensional Australian Resident Trusts) that invest in equity, real estate and fixed interest securities. View More
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