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Dimensional Australian Core Equity Trust (0P00007IS7)

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16.589 +0.110    +0.67%
07/10 - Delayed Data. Currency in AUD ( Disclaimer )
Type:  Fund
Market:  Australia
Issuer:  DFA Australia Limited
ISIN:  AU60DFA00034 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.27B
Dimensional Australian Core Equity Trust 16.589 +0.110 +0.67%

0P00007IS7 Overview

 
Find basic information about the Dimensional Australian Core Equity 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 0P00007IS7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.03%
Prev. Close16.478
Risk Rating
TTM Yield3.43%
ROE13.03%
IssuerDFA Australia Limited
Turnover7.12%
ROA4.97%
Inception DateJul 03, 2006
Total Assets5.27B
ExpensesN/A
Min. Investment25,000
Market Cap15.68B
CategoryEquity Australia Large Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1067 1035 1119 1197 1469 2195
Fund Return 6.74% 3.46% 11.95% 6.17% 7.99% 8.18%
Place in category 230 255 208 122 111 48
% in Category 77 83 72 46 47 24

Top Equity Funds by DFA Australia Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dimensional Global Core Equity Trus 7.39B 15.44 9.06 11.67
  Dimensional World Allocation 70 30 1.51B 8.60 3.69 7.14
  Dimensional World Equity Trust 1.23B 11.34 6.59 9.26
  Dimensional Australian Value Trust 1.04B 7.04 9.10 8.66
  Dimensional World Allocation 50 50 1.02B 6.92 2.44 5.78

Top Funds for Equity Australia Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AU60VAN00022 37.83B 8.91 6.28 7.88
  Sunsuper Australian Shares Index 7.46B 8.87 7.28 8.36
  Mercer Passive Australian Share 6.42B 8.74 6.12 7.77
  Fidelity Australian Equities Fund 4.72B 6.14 2.99 7.70
  Macquarie True Index Australian Sha 2.63B 8.96 6.37 8.02

Top Holdings

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 7.03 43.340 -1.03%
  Commonwealth Bank Australia AU000000CBA7 5.44 136.220 +0.93%
  National Australia Bank AU000000NAB4 3.48 37.590 +0.86%
  Westpac Banking AU000000WBC1 2.61 31.245 +1.08%
  Goodman Group AU000000GMG2 2.27 36.590 -0.62%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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