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

36.18 %

1 Year rank in sector

87/259

Sector

FO Equity - Emerging Markets

Yield
-
Fund size
-
FE Risk score

136

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund7.77 %15.16 %36.18 %35.39 %28.73 %
Sector6.36 %12.16 %28.53 %25.26 %20.98 %
Rank within sector84 / 27796 / 27287 / 25975 / 20796 / 165
Quartile th2 nd2 nd2 nd2 nd3 rd

Calendar performance

YTD-20182017201620152014
Fund3.92 %36.55 %12.35 %-14.86 %-0.56 %
Sector3.36 %28.42 %10.7 %-14.35 %-1.42 %
Rank within sector107 / 27678 / 25991 / 234148 / 20792 / 189
Quartile th2 nd2 nd2 nd3 rd2 nd

Risk statistics

Alpha1.84
Beta1.1
Sharpe0.39
Volatility15.05
Tracking error4.15
Information ratio0.57
R-Squared0.93

Price movement

52 week high24.13
52 week low18.06
Current bid price0
Current offer price0
Current mid price24.13

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-