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Analyse Ihrer Suchresultate
3 Fonds und Anlagen gefunden| Name | ISIN | Morningstar Kategorie | Fondsart | Investmentstil (aktiv/passiv) | Morningstar Rating | Morningstar Sustainability Rating | Low Carbon | NAV | Währung | NAV Datum | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dimensional Funds | |||||||||||||
 | Dimensional Global Core Equity Fund EUR Accumulation | IE00B2PC0260 | Aktien weltweit Standardwerte Blend | Aktien | aktiv | ÙÙÙÙ | 52,25 | EUR | 09.12.2025 | ||||
| | Dimensional Global Small Companies Fund EUR Accumulation | IE00B67WB637 | Aktien weltweit Nebenwerte | Aktien | aktiv | ÙÙÙ | 37,93 | EUR | 09.12.2025 | ||||
| | Dimensional World Equity Fund EUR Accumulation | IE00B4MJ5D07 | Aktien weltweit Flex-Cap | Aktien | aktiv | ÙÙÙÙ | 40,52 | EUR | 09.12.2025 | ||||
| Name | Lfd. Jahr | 1 Jahr (p.a.) | 3 Jahre (p.a.) | 5 Jahre (p.a.) | 10 Jahre (p.a.) | ||||
|---|---|---|---|---|---|---|---|---|---|
| Dimensional Funds | |||||||||
| | Dimensional Global Core Equity Fund EUR Accumulation | 5,73% | 3,28% | 13,06% | 12,30% | 10,35% | |||
| | Dimensional Global Small Companies Fund EUR Accumulation | 2,15% | -1,48% | 8,79% | 9,10% | 8,09% | |||
| | Dimensional World Equity Fund EUR Accumulation | 6,10% | 3,47% | 11,94% | 11,44% | 9,45% | |||
| Name | Morningstar Rating | Morningstar Risiko (im Verhältnis zur Kategorie) | SRI (Gesamtrisikoindikator nach PRIIP) | Alpha (3 Jahre) | Beta (3 Jahre) | Sharpe Ratio (3 Jahre) | Volatilität (3 Jahre) | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Dimensional Funds | ||||||||||
| | Dimensional Global Core Equity Fund EUR Accumulation | ÙÙÙÙ | Überdurchschnittlich | 4 | -2,71 | 1,06 | 0,72 | 12,17% | ||
| | Dimensional Global Small Companies Fund EUR Accumulation | ÙÙÙ | Überdurchschnittlich | 4 | -1,62 | 1,12 | 0,34 | 15,01% | ||
| | Dimensional World Equity Fund EUR Accumulation | ÙÙÙÙ | Durchschnitt | 4 | -2,89 | 1,03 | 0,65 | 11,80% | ||
| Name | Performance-Gebühr | Transaktionskosten | Laufende Kosten | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Dimensional Funds | |||||||||
| | Dimensional Global Core Equity Fund EUR Accumulation | 0,00% | 0,00% | 0,30% | |||||
| | Dimensional Global Small Companies Fund EUR Accumulation | 0,00% | 0,00% | 0,40% | |||||
| | Dimensional World Equity Fund EUR Accumulation | 0,00% | 0,00% | 0,40% | |||||
| Name | CompanyName | LegalName | Kursdatum | Region | |||||
|---|---|---|---|---|---|---|---|---|---|
| Dimensional Funds | |||||||||
| | Dimensional Global Core Equity Fund EUR Accumulation | Dimensional | Dimensional Global Core Equity Fund EUR Accumulation | 09.12.2025 | Global | ||||
| | Dimensional Global Small Companies Fund EUR Accumulation | Dimensional | Dimensional Global Small Companies Fund EUR Accumulation | 09.12.2025 | Global | ||||
| | Dimensional World Equity Fund EUR Accumulation | Dimensional | Dimensional World Equity Fund EUR Accumulation | 09.12.2025 | Global | ||||