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

33.14 %

1 Year rank in sector

76/258

Sector

FO Equity - Emerging Markets

Yield
-
Fund size
-
FE Risk score

132

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.44 %10.04 %33.14 %21.26 %32.63 %
Sector-1.06 %7.86 %26.92 %13.92 %22.6 %
Rank within sector86 / 27793 / 26576 / 258106 / 20988 / 159
Quartile th2 nd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund31.05 %12.35 %-14.86 %-0.56 %-3 %
Sector24.13 %10.7 %-14.35 %-1.42 %-0.73 %
Rank within sector78 / 26395 / 239149 / 21191 / 192100 / 165
Quartile th2 nd2 nd3 rd2 nd3 rd

Risk statistics

Alpha1.65
Beta1.1
Sharpe0.15
Volatility15.25
Tracking error4.18
Information ratio0.45
R-Squared0.93

Price movement

52 week high22.62
52 week low17.05
Current bid price0
Current offer price0
Current mid price22.42

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-