MAX
Cronograma Dimensional US Marketwide Value ETF
Horario simple
Horario extendido
Los parámetros principales
| 10 rentabilidad de verano | 8.98 |
| 3 Rentabilidad de verano | 7.41 |
| 5 Rentabilidad de verano | 10.56 |
| Beta | 1.49 |
| Comisión | 0.21 |
| Código ISIN | US25434V7249 |
| Divisa | usd |
| Dueño | Dimensional |
| El número de empresas | 49 |
| Enfocar | Total Market |
| Estrategia | Active |
| ISO de país | US |
| La fecha de la base | 1998-12-16 |
| P/BV promedio | 1.92 |
| P/E promedio | 4.96 |
| P/S promedio | 1.28 |
| País | USA |
| Región | North America |
| Región | U.S. |
| Rentabilidad anual | 21.63 |
| Rentabilidad divina | 1.01 |
| Segmento | Equity: U.S. - Total Market Value |
| Sitio web | Sistema |
| Tamaño de activo | Multi-Cap |
| Tipo de activo | Equity |
| Top 10 emisores, % | 20.56 |
| Índice | ACTIVE - No Index |
| Cambio en el día | 0% 50.1 $ |
| Cambio en la semana | -0.79% 50.5 $ |
| Cambio en un mes | +1.62% 49.3 $ |
| Cambio en 3 meses | +7.67% 46.53 $ |
| Cambio en seis meses | +13.25% 44.24 $ |
| Cambio para el año | +21.63% 41.19 $ |
| Cambio desde el comienzo del año | +3.77% 48.28 $ |
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Las principales empresas
| Nombre | Industria | Compartir, % | P/BV | P/S | P/E | EV/Ebitda | Rendimiento de dividendos | |
| #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 |
Similar ETF
Otros ETF de la compañía de gestión
| Nombre | Clase | Categoría | Comisión | Rentabilidad anual |
| 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 |
Descripción 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.
Basado en fuentes: porti.ru
