Fact sheet: Dimensional EmergingMkts Cr EqPfl

Fund information

Fund name
Dimensional Emerging Markets Core Equity Portfolio
Fund company manager
Dimensional Fund Advisors(US)
Fund type
SIB
Fund manager(s)
Fund objective
To achieve long-term capital appreciation.
Benchmark
-
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

22.89 %

1 Year rank in sector

95/273

Sector

FO Equity - Emerging Markets

Yield
-
Fund size
-
FE Risk score

133

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.44 %15.02 %22.89 %21.98 %29.36 %
Sector0.86 %13.19 %18.53 %15.87 %19.74 %
Rank within sector183 / 290125 / 27995 / 273122 / 22788 / 174
Quartile th3 rd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund30.76 %12.35 %-14.86 %-0.56 %-3 %
Sector24.41 %10.7 %-14.35 %-1.42 %-0.73 %
Rank within sector89 / 27894 / 257156 / 231102 / 211113 / 182
Quartile th2 nd2 nd3 rd2 nd3 rd

Risk statistics

Alpha1.5
Beta1.1
Sharpe0.1
Volatility15.17
Tracking error4.19
Information ratio0.4
R-Squared0.93

Price movement

52 week high22.56
52 week low17.05
Current bid price0
Current offer price0
Current mid price22.37

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-