Jed Fogdall - Dfa International Fund Manager
DFVIX Fund | USD 18.38 0.10 0.55% |
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 |
Dfa International 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 International 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 | 13.75 X | |||
Price To Book | 0.92 X | |||
Price To Sales | 0.64 X | |||
Total Asset | 3.32 B | |||
Annual Yield | 0.04 % | |||
Year To Date Return | 6.09 % | |||
One Year Return | 23.18 % | |||
Three Year Return | 8.74 % | |||
Five Year Return | 8.58 % | |||
Ten Year Return | 2.71 % |
Pair Trading with Dfa International
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 International 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 International will appreciate offsetting losses from the drop in the long position's value.Moving together with Dfa Mutual Fund
0.91 | DIHRX | Intal High Relative | PairCorr |
0.9 | DREIX | World Core Equity | PairCorr |
0.89 | DILRX | Dfa - International | PairCorr |
0.87 | DRIIX | Dimensional 2045 Target | PairCorr |
0.91 | DRIGX | Dimensional 2035 Target | PairCorr |
The ability to find closely correlated positions to Dfa International 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 International 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 International - 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 International Value to buy it.
The correlation of Dfa International 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 International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa International 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 International 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 Dfa International Value. 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 gross domestic product. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Complementary Tools for Dfa Mutual Fund analysis
When running Dfa International's price analysis, check to measure Dfa International's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dfa International is operating at the current time. Most of Dfa International's value examination focuses on studying past and present price action to predict the probability of Dfa International's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dfa International's price. Additionally, you may evaluate how the addition of Dfa International to your portfolios can decrease your overall portfolio volatility.
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