World Core Equity Fund Quote
| DREIX Fund | USD 24.48 0.20 0.82% |
PerformanceWeak
| Odds Of DistressLow
|
World Core is trading at 24.48 as of the 20th of March 2025; that is 0.82 percent increase since the beginning of the trading day. The fund's open price was 24.28. World Core has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The Portfolio generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities. It typically allocates its investments among the underlying funds in the following manner 35 percent to 80 percent in the U.S. More on World Core Equity
World Mutual Fund Highlights
| Update Date | 31st of March 2025 |
World Core Equity [DREIX] is traded in USA and was established 20th of March 2025. World Core is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 810 M in assets under management (AUM) with no minimum investment requirementsWorld Core Equity is currently producing year-to-date (YTD) return of 1.4% with the current yeild of 0.02%, while the total return for the last 3 years was 9.51%.
Check World Core Probability Of Bankruptcy
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 Core Equity 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.
Top World Core Equity Mutual Fund Constituents
| DFCEX | Emerging Markets E | Mutual Fund | Diversified Emerging Mkts | |
| DFEOX | Us E Equity | Mutual Fund | Large Blend | |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend |
World Core Top Holders
| EVAGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity | |
| EVFGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity | |
| EVFMX | Evaluator Moderate Rms | Mutual Fund | Allocation--50% to 70% Equity | |
| EVGLX | Evaluator Growth Rms | Mutual Fund | Allocation--70% to 85% Equity | |
| EVGRX | Evaluator Growth Rms | Mutual Fund | Allocation--70% to 85% Equity | |
| EVMLX | Evaluator Moderate Rms | Mutual Fund | Allocation--50% to 70% Equity |
World Core Equity Risk Profiles
| Mean Deviation | 0.6917 | |||
| Standard Deviation | 0.8865 | |||
| Variance | 0.7859 | |||
| Risk Adjusted Performance | (0.06) |
World Core Against Markets
Other Information on Investing in World Mutual Fund
World Core 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 Core security.
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