MAX
Zeitplan Dimensional US Marketwide Value ETF
Einfacher Zeitplan
Verlängerter Zeitplan
Die Hauptparameter
| 10 Sommerrentabilität | 8.98 |
| 3 Sommerrentabilität | 7.41 |
| 5 Sommerrentabilität | 10.56 |
| Asset -Typ | Equity |
| Beta | 1.49 |
| Das Datum der Basis | 1998-12-16 |
| Die Anzahl der Unternehmen | 49 |
| Durchschnittlich p/s | 1.28 |
| Durchschnittlicher P/BV | 1.92 |
| Durchschnittlicher p/e | 4.96 |
| Eigentümer | Dimensional |
| Fokus | Total Market |
| Göttliche Rentabilität | 1.01 |
| ISIN -Code | US25434V7249 |
| Index | ACTIVE - No Index |
| Jährliche Rentabilität | 21.63 |
| Kommission | 0.21 |
| Land | USA |
| Land ISO | US |
| Region | North America |
| Region | U.S. |
| Segment | Equity: U.S. - Total Market Value |
| Strategie | Active |
| Top 10 Emittenten, % | 20.56 |
| Vermögensgröße | Multi-Cap |
| Webseite | System |
| Währung | usd |
| Tagsüber wechseln | 0% 50.1 $ |
| Änderung der Woche | -0.79% 50.5 $ |
| Änderung in einem Monat | +1.62% 49.3 $ |
| Änderung in 3 Monaten | +7.67% 46.53 $ |
| Änderung in sechs Monaten | +13.25% 44.24 $ |
| Änderung für das Jahr | +21.63% 41.19 $ |
| Änderung von Anfang des Jahres | +4.2% 48.08 $ |
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Top -Unternehmen
| Name | Industrie | Aktie, % | P/BV | P/S | P/E | EV/Ebitda | Dividendenrendite | |
| #1 |
 JPMorgan Chase |
Financials | 4.2286 | 2 | 2.54 | 11.78 | 11.69 | 1.78 |
| #2 |
 Exxon Mobil |
Energy | 2.9624 | 1.68 | 1.34 | 13.5 | 6.46 | 3.38 |
| #3 |
 Johnson & Johnson |
Healthcare | 2.5822 | 4.83 | 3.88 | 24.53 | 14.43 | 2.79 |
| #4 |
 Cisco |
Technology | 1.9224 | 6.75 | 5.58 | 31.07 | 18.97 | 2.29 |
| #5 |
 Chevron |
Energy | 1.8812 | 1.7 | 1.34 | 14.72 | 6.06 | 4.35 |
| #6 |
 Micron Technology, Inc. |
Technology | 1.7468 | 8.91 | 12.91 | 56.52 | 7.39 | 0.33 |
| #7 |
 UnitedHealth Group |
Healthcare | 1.7033 | 4.6 | 1.18 | 32.75 | 18.64 | 2.48 |
| #8 |
 Bank of America |
Financials | 1.2154 | 1.17 | 1.79 | 12.69 | 22.46 | 2.12 |
| #9 |
 AT&T |
Telecom | 1.1751 | 1.35 | 1.33 | 14.88 | 6.92 | 4.07 |
| #10 |
 Wells Fargo |
Financials | 1.1401 | 1.54 | 2.46 | 13.08 | 15.61 | 2.1 |
Ähnlich ETF
Andere ETFs der Verwaltungsgesellschaft
| Name | Klasse | Kategorie | Kommission | Jährliche Rentabilität |
| Equity | 0.17 | 16.51 | ||
| Equity | 0.28 | 23.08 | ||
| Equity | 0.09 | 14.26 | ||
| Equity | 0.27 | 30.6 | ||
| Equity | 0.28 | 26.17 | ||
| Equity | 0.23 | 23.6 | ||
| Equity | 0.18 | 21.96 | ||
| Equity | 0.12 | 16.37 | ||
| Equity | 0.22 | 10.92 | ||
| Equity | 0.39 | 29.05 | ||
| Equity | 0.31 | 26.08 | ||
| Bond | 0.16 | 1.57 | ||
| Equity | 0.29 | 18.29 | ||
| Equity | 0.22 | 21.6 | ||
| Equity | 0.42 | 31.57 | ||
| Equity | 0.39 | 24.99 | ||
| Equity | 0.22 | 6.4 | ||
| Bond | 0.17 | 3.26 | ||
| Equity | 0.19 | 6.05 | ||
| Equity | 0.18 | 13.42 | ||
| Equity | 0.43 | 31.55 | ||
| Bond | 0.11 | 2.12 | ||
| Equity | 0.24 | 17.8 | ||
| Bond | 0.24 | 2.14 | ||
| Equity | 0.41 | 24.89 | ||
| Equity | 0.41 | 34.12 | ||
| Bond | 0.17 | 3.68 |
Beschreibung Dimensional US Marketwide Value ETF
The ETF is designed to purchase a broad and diverse group of securities of U.S. companies that the Advisor determines to be value stocks. The Advisor considers companies of all market capitalizations for purchase by the Portfolio. The Portfolio may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.
Basierend auf Quellen: porti.ru
