Us Micro Cap Fund Quote
| DFSCX Fund | USD 27.14 0.30 1.12% |
Performance3 of 100
| Odds Of DistressLess than 21
|
Us Micro is trading at 27.14 as of the 10th of May 2024; that is 1.12% increase since the beginning of the trading day. The fund's open price was 26.84. Us Micro has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Us Micro Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of April 2024 and ending today, the 10th of May 2024. Click here to learn more.
The fund, using a market capitalization weighted approach, purchases a broad and diverse group of the securities of U.S. micro cap companies. It 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 fund.. More on Us Micro Cap
Moving together with DFSCX Mutual Fund
| 0.75 | DIHRX | Intal High Relative | PairCorr |
| 0.73 | DILRX | Dfa International | PairCorr |
| 0.63 | DIPSX | Dfa Inflation Protected | PairCorr |
| 0.8 | DISMX | Dfa International | PairCorr |
| 0.78 | DREIX | World Core Equity | PairCorr |
| 0.78 | DRIIX | Dimensional 2045 Target | PairCorr |
DFSCX 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. Us Micro's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Us Micro 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, Small Blend Funds, Small Blend, Dimensional Fund Advisors, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
Us Micro Cap [DFSCX] is traded in USA and was established 10th of May 2024. Us Micro is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 7.23 B in assets under management (AUM) with no minimum investment requirementsUs Micro Cap is currently producing year-to-date (YTD) return of 2.14% with the current yeild of 0.01%, while the total return for the last 3 years was 3.81%.
Check Us Micro Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on DFSCX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding DFSCX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Us Micro Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Us Micro Cap Mutual Fund Constituents
| EXLS | ExlService Holdings | Stock | Information Technology |
| MTOR | Meritor | Stock | Auto Parts |
| FSS | Federal Signal | Stock | Industrials |
| ATKR | Atkore International Group | Stock | Industrials |
| LHCG | LHC Group | Stock | Health Care |
| GDOT | Green Dot | Stock | Financials |
| BLDR | Builders FirstSource | Stock | Industrials |
Us Micro Target Price Odds Analysis
Based on a normal probability distribution, the odds of Us Micro jumping above the current price in 90 days from now is roughly 2.76%. The Us Micro Cap probability density function shows the probability of Us Micro 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 1.5799 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, Us Micro will likely underperform. Additionally, us Micro Cap 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 Us Micro to move above the current price in 90 days from now is roughly 2.76 (This Us Micro Cap probability density function shows the probability of DFSCX Mutual Fund to fall within a particular range of prices over 90 days) .
Us Micro Top Holders
| FMUEX | Free Market Equity | Mutual Fund | Mid-Cap Value |
| SAMKX | Sa Mkt Fd | Mutual Fund | Large Blend |
Us Micro Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Us Micro market risk premium is the additional return an investor will receive from holding Us Micro 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 Us Micro. 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 Us Micro's alpha and beta are two of the key measurements used to evaluate Us Micro's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8838 | |||
| Semi Deviation | 1.17 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.33 |
Us Micro Against Markets
Picking the right benchmark for Us Micro 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 Us Micro 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 Us Micro is critical whether you are bullish or bearish towards Us Micro Cap at a given time. Please also check how Us Micro'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 Us Micro 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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Portfolio AnalyzerPortfolio analysis module that provides access to portfolio diagnostics and optimization engine |
| All Next | Launch Module |
How to buy DFSCX Mutual Fund?
Before investing in Us Micro, 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 Us Micro. To buy Us Micro fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Us Micro. 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 Us Micro fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Us Micro Cap 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 Us Micro Cap 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 Us Micro Cap, 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 Us Micro Cap?
The danger of trading Us Micro Cap 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 Us Micro 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 Us Micro. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Us Micro Cap 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 Us Micro Cap. 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 main economic indicators. Note that the Us Micro Cap information on this page should be used as a complementary analysis to other Us Micro'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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.