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 objective
To achieve long-term capital appreciation.
Benchmark
-
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

22.13 %

1 Year rank in sector

119/273

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
Fund5.09 %17.09 %22.08 %7.2 %31.41 %
Sector3.4 %14.08 %19.92 %4.46 %22.51 %
Rank within sector79 / 285101 / 279119 / 273118 / 22583 / 172
Quartile th2 nd2 nd2 nd3 rd2 nd

Calendar performance

YTD-20172016201520142013
Fund24.91 %12.35 %-14.86 %-0.56 %-3 %
Sector19.71 %10.7 %-14.35 %-1.42 %-0.73 %
Rank within sector86 / 27995 / 260161 / 23599 / 209116 / 184
Quartile th2 nd2 nd3 rd2 nd3 rd

Risk statistics

Alpha0.83
Beta1.11
Sharpe-0
Volatility15.54
Tracking error4.47
Information ratio0.17
R-Squared0.93

Price movement

52 week high21.56
52 week low17.05
Current bid price0
Current offer price0
Current mid price21.6

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-