Fact sheet: Dimensional US Cr Eq

Fund information

Fund name
Dimensional US Core Equity Acc USD
Fund company manager
Dimensional Fund Advisors(IRL)
Fund type
SIB
Fund objective
The investment objective of the U.S. Core Equity Fund is to achieve long-term total return.
Benchmark
-
Investment style
Value
Investment method
Shares

Quick stats

1 Year return

17.61 %

1 Year rank in sector

10/40

Sector

FO Equity - Small Cap USA

Yield
-
Fund size
-
FE Risk score

116

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.97 %3.56 %17.61 %0 %0 %
Sector4.61 %3.23 %15.31 %25.72 %72.19 %
Rank within sector35 / 4518 / 4210 / 40 / /
Quartile th4 th2 nd1 st th th

Calendar performance

YTD-20172016201520142013
Fund8.54 %16.07 %0 %0 %0 %
Sector6.33 %18.31 %-4.12 %4.79 %37.92 %
Rank within sector14 / 4222 / 37 / / /
Quartile th2 nd3 rd th th th

Price movement

52 week high13.09
52 week low10.83
Current bid price0
Current offer price0
Current mid price13.09

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-