Dimensional World Fundamental Relationships

IE00B56FVB15 -- Ireland Fund  

GBp 1,548  18.00  1.18%

The Drivers Module shows relationships between Dimensional World's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Dimensional World Allocation 4 over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Dimensional World Al Cash Position Weight vs. Bond Positions Weight Fundamental Analysis

Dimensional World Allocation 4 is currently considered the top fund in bond positions weight among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  0.28  of Cash Position Weight per Bond Positions Weight. The ratio of Bond Positions Weight to Cash Position Weight for Dimensional World Allocation 4 is roughly  3.61 
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Dimensional World 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
47.15 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Dimensional World 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
13.07 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Dimensional World Al Cash Position Weight Comparison

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