Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 13.320 | 33.830 | 20.510 |
| Shares | 40.070 | 40.070 | 0.000 |
| Bonds | 46.500 | 46.500 | 0.000 |
| Convertible | 0.230 | 0.230 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 15.575 | 15.774 |
| Price to Book | 2.175 | 2.175 |
| Price to Sales | 1.398 | 1.639 |
| Price to Cash Flow | 9.172 | 9.605 |
| Dividend Yield | 2.222 | 2.893 |
| 5 Years Earnings Growth | 9.406 | 9.792 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 19.620 | 15.478 |
| Financial Services | 17.200 | 18.045 |
| Industrials | 13.880 | 12.672 |
| Consumer Cyclical | 11.800 | 10.028 |
| Healthcare | 8.640 | 9.327 |
| Communication Services | 7.060 | 6.525 |
| Basic Materials | 5.850 | 5.502 |
| Consumer Defensive | 5.840 | 8.068 |
| Energy | 4.990 | 5.097 |
| Real Estate | 2.590 | 5.843 |
| Utilities | 2.520 | 3.951 |
Number of long holdings: 25
Number of short holdings: 12
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Dimensional World Equity Fund GBP Distributing | IE00B5SRBK47 | 18.07 | 36.590 | -0.46% | |
| Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.89 | - | - | |
| Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 17.88 | - | - | |
| Dimensional Global Core Equity Fund GBP Distributi | IE00B2PC0377 | 16.91 | 42.590 | -0.42% | |
| Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.91 | - | - | |
| Dimensional Global UltrShrt FI GBP Dist | IE00B64G4818 | 9.91 | - | - | |
| Dimensional Emerging Markets Core Equity Fund GBP | GB0033772517 | 2.75 | 49.53 | +0.12% | |
| Dimensional Global Trgtd Value GBP Dist | IE00B2PC0823 | 2.51 | - | - | |
| Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 1.98 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Dimensional World Allocation 40 60D | 185.48M | 7.45 | 7.93 | 5.39 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review