YHD - Delayed Quote • AUD
Dimensional World Allocation 50/50 Trust (19797.AX)
At close: June 28 at 6:07 PM EDT
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DELL
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12.31 - YTD Return 2.06%
- Expense Ratio 0.00%
- Category Multisector Balanced
- Last Cap Gain 0.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 73.94M
- Beta (5Y Monthly) --
- Yield 3.40%
- 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, real estate and fixed interest securities.
DFA Australia Limited
Fund Family
Multisector Balanced
Fund Category
73.94M
Net Assets
2013-07-01
Inception Date
Performance Overview: 19797.AX
Trailing returns as of 4/30/2016. Category is Multisector Balanced.
Holdings: 19797.AX
Top 10 Holdings (6.68% of Total Assets)
Sector Weightings
Sector19797.AX
Financial Services 20.80%
Real Estate 13.51%
Basic Materials 12.19%
Consumer Cyclical 10.98%
Industrials 10.84%
Energy 6.94%
Technology 6.62%
Consumer Defensive 6.46%
Healthcare 6.08%
Communication Services 3.47%
Utilities 2.12%
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