Jed Fogdall - Dfa Target Fund Manager
| DFTPXDelisted Fund | USD 28.03 0.00 0.00% |
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 | 512-306-7400 |
Dfa Target Management Performance (%)
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Dfa 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 Dfa Target 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 | 17.98 X | |||
| Price To Book | 1.43 X | |||
| Price To Sales | 0.78 X | |||
| Total Asset | 12.87 B | |||
| One Year Return | (15.55) % | |||
| Three Year Return | (5.52) % | |||
| Five Year Return | (1.50) % | |||
| Ten Year Return | 6.40 % | |||
| Net Asset | 12.87 B | |||
| Last Dividend Paid | 0.07 |
Pair Trading with Dfa Target
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 Dfa Target 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 Dfa Target will appreciate offsetting losses from the drop in the long position's value.Moving against Dfa Mutual Fund
| 0.68 | XWMFX | Western Asset Middle | PairCorr |
The ability to find closely correlated positions to Dfa Target could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dfa Target 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 Dfa Target - 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 Dfa Target Value to buy it.
The correlation of Dfa Target 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 Dfa Target moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Target Value 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 Dfa Target 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. 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 american community survey. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Other Consideration for investing in Dfa Mutual Fund
If you are still planning to invest in Dfa Target Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Dfa Target's history and understand the potential risks before investing.
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