Dfa Global Real Fund Quote
| DFGEX Fund | USD 9.43 0.08 0.86% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Dfa Global is trading at 9.43 as of the 23rd of April 2024; that is 0.86% increase since the beginning of the trading day. The fund's open price was 9.35. Dfa Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Dfa Global Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of May 2022 and ending today, the 23rd of April 2024. Click here to learn more.
The Portfolio seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts or companies that the Advisor considers to be REIT-like entities. It may pursue its investment objective by investing its assets in the DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio , andor directly in securities of companies in the real estate industry.. More on Dfa Global Real
Moving together with Dfa Mutual Fund
| 0.69 | DIPSX | Dfa Inflation Protected | PairCorr |
| 0.64 | DISMX | Dfa International | PairCorr |
Dfa Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dfa Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dfa Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of March 0030 |
Dfa Global Real [DFGEX] is traded in USA and was established 23rd of April 2024. Dfa Global is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 7.65 B in assets under management (AUM) with no minimum investment requirementsDfa Global Real is currently producing year-to-date (YTD) return of 0.49% with the current yeild of 0.03%, while the total return for the last 3 years was -3.61%.
Check Dfa Global Probability Of Bankruptcy
Instrument Allocation
Top Dfa Global Real Mutual Fund Constituents
| AVB | AvalonBay Communities | Stock | Real Estate |
| AMT | American Tower Corp | Stock | Real Estate |
| CCI | Crown Castle | Stock | Real Estate |
| DFITX | Dfa International Real | Mutual Fund | Global Real Estate |
| DFREX | Dfa Real Estate | Mutual Fund | Real Estate |
| DLR | Digital Realty Trust | Stock | Real Estate |
| EQIX | Equinix | Stock | Real Estate |
Dfa Global Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dfa Global jumping above the current price in 90 days from now is about 98.0%. The Dfa Global Real probability density function shows the probability of Dfa Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2408 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Dfa Global will likely underperform. Additionally, dfa Global Real has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Dfa Global to move above the current price in 90 days from now is about 98.0 (This Dfa Global Real probability density function shows the probability of Dfa Mutual Fund to fall within a particular range of prices over 90 days) .
Dfa Global Real Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dfa Global market risk premium is the additional return an investor will receive from holding Dfa Global long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dfa Global. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dfa Global's alpha and beta are two of the key measurements used to evaluate Dfa Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7354 | |||
| Standard Deviation | 0.9588 | |||
| Variance | 0.9194 | |||
| Risk Adjusted Performance | (0.03) |
Dfa Global Against Markets
Picking the right benchmark for Dfa Global mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dfa Global mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dfa Global is critical whether you are bullish or bearish towards Dfa Global Real at a given time. Please also check how Dfa Global's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Dfa Global without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Dfa Mutual Fund?
Before investing in Dfa Global, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dfa Global. To buy Dfa Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dfa Global. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Dfa Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dfa Global Real fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Dfa Global Real fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Dfa Global Real, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Dfa Global Real?
The danger of trading Dfa Global Real is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dfa Global is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dfa Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dfa Global Real is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dfa Global Real. 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 income. Note that the Dfa Global Real information on this page should be used as a complementary analysis to other Dfa Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.