Jed Fogdall - Emerging Markets Fund Manager
| DEMSX Fund | USD 22.91 0.15 0.66% |
Jed S. Fogdall is a CoHead of Portfolio Management and Vice President of Dimensional and a member of Dimensionals Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and was responsible for international portfolios since 2010 and domestic portfolios since 2012.
| Phone | 888-576-1167 |
Emerging Markets Management Performance (%)
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Emerging Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Emerging Markets a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 11.47 X | |||
| Price To Book | 1.09 X | |||
| Price To Sales | 0.71 X | |||
| Total Asset | 5.08 B | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 2.63 % | |||
| One Year Return | 10.83 % | |||
| Three Year Return | 0.47 % | |||
| Five Year Return | 5.71 % | |||
| Ten Year Return | 3.21 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Emerging Markets in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Emerging Markets' short interest history, or implied volatility extrapolated from Emerging Markets options trading.
Pair Trading with Emerging Markets
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Emerging Markets position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Emerging Markets will appreciate offsetting losses from the drop in the long position's value.Moving together with Emerging Mutual Fund
| 0.85 | DIHRX | Intal High Relative | PairCorr |
| 0.75 | DILRX | Dfa International | PairCorr |
| 0.88 | DISVX | Dfa International Small | PairCorr |
| 0.75 | DISMX | Dfa International | PairCorr |
The ability to find closely correlated positions to Emerging Markets could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Emerging Markets when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Emerging Markets - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Emerging Markets Small to buy it.
The correlation of Emerging Markets is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Emerging Markets moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Emerging Markets Small moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Emerging Markets can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Emerging Markets Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.