World Ex is trading at 13.35 as of the 23rd of November 2024; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 13.32. World Ex has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for World Ex Core are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The Portfolio is designed to provide exposure to a broad and diverse group of securities of non-U.S. companies in countries with developed and emerging markets. As a non-fundamental policy, under normal circumstances, it will invest at least 80 percent of its net assets in non-U.S. More on World Ex Core
World Ex Core [DFWIX] is traded in USA and was established 23rd of November 2024. World Ex is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 3.4 B in assets under management (AUM) with no minimum investment requirementsWorld Ex Core is currently producing year-to-date (YTD) return of 4.68% with the current yeild of 0.03%, while the total return for the last 3 years was 1.31%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on World Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding World Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as World Ex Core Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in World Mutual Fund
World Ex financial ratios help investors to determine whether World Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in World with respect to the benefits of owning World Ex security.