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

23.18 %

1 Year rank in sector

100/274

Sector

FO Equity - Emerging Markets

Yield
-
Fund size
-
FE Risk score

129

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund4.76 %14.37 %23.18 %13.64 %28.12 %
Sector3.16 %11.4 %20.78 %8.52 %19.29 %
Rank within sector76 / 293110 / 281100 / 274124 / 22991 / 172
Quartile th2 nd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund30.18 %12.35 %-14.86 %-0.56 %-3 %
Sector23.44 %10.7 %-14.35 %-1.42 %-0.73 %
Rank within sector85 / 28093 / 259158 / 234103 / 211114 / 182
Quartile th2 nd2 nd3 rd2 nd3 rd

Risk statistics

Alpha0.97
Beta1.11
Sharpe-0
Volatility15.74
Tracking error4.35
Information ratio0.23
R-Squared0.93

Price movement

52 week high22.56
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

-