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

28.84 %

1 Year rank in sector

91/257

Sector

FO Equity - Emerging Markets

Yield
-
Fund size
-
FE Risk score

134

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.58 %9.93 %28.84 %27.01 %23.49 %
Sector-1.05 %7.9 %23.67 %20 %17.02 %
Rank within sector122 / 278117 / 26791 / 257114 / 20898 / 162
Quartile th2 nd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund30.29 %12.35 %-14.86 %-0.56 %-3 %
Sector24.53 %10.7 %-14.35 %-1.42 %-0.73 %
Rank within sector91 / 26192 / 236149 / 20993 / 19097 / 163
Quartile th2 nd2 nd3 rd2 nd3 rd

Risk statistics

Alpha2.08
Beta1.1
Sharpe0.19
Volatility15.22
Tracking error4.15
Information ratio0.56
R-Squared0.93

Price movement

52 week high22.93
52 week low17.05
Current bid price0
Current offer price0
Current mid price22.29

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-