YHD - Delayed Quote • AUD
Dimensional World Equity Trust (19798.AX)
As of June 28 at 6:07 PM EDT. Market Open.
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14.51 - YTD Return 0.91%
- Expense Ratio 0.00%
- Category Multisector Aggressive
- Last Cap Gain 0.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 42.32M
- Beta (5Y Monthly) --
- Yield 1.96%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend 0.00
- Inception Date Jul 1, 2013
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 and real estate securities.
DFA Australia Limited
Fund Family
Multisector Aggressive
Fund Category
42.32M
Net Assets
2013-07-01
Inception Date
Performance Overview: 19798.AX
Trailing returns as of 4/30/2016. Category is Multisector Aggressive.
Holdings: 19798.AX
Top 10 Holdings (12.86% of Total Assets)
Sector Weightings
Sector19798.AX
Financial Services 21.00%
Real Estate 12.72%
Basic Materials 12.28%
Consumer Cyclical 11.09%
Industrials 10.91%
Energy 7.04%
Technology 6.69%
Consumer Defensive 6.51%
Healthcare 6.11%
Communication Services 3.50%
Utilities 2.14%
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