Us Small Financials
| DFSTX Fund | USD 43.04 0.37 0.85% |
DFSTX |
Please note that past performance is not an indicator of the future performance of Us Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Us Small Fund Summary
Us Small competes with Intal High, Dfa International, Dfa Inflation, Dfa International, and Dfa International. The fund, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies. A companys market capitalization is the number of its shares outstanding times its price per share. Under a market capitalization weighted approach, companies with higher market capitalizations generally represent a larger proportion of the fund than companies with relatively lower market capitalizations.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2332038437 |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Small Blend |
| Benchmark | NYSE Composite |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
You should never invest in Us Small Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of DFSTX Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Us Small's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Us Small Key Financial Ratios
Generally speaking, Us Small's financial ratios allow both analysts and investors to convert raw data from Us Small's financial statements into concise, actionable information that can be used to evaluate the performance of Us Small over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Us Small Cap reports annually and quarterly.DFSTX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Us Small's current stock value. Our valuation model uses many indicators to compare Us Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Us Small competition to find correlations between indicators driving Us Small's intrinsic value. More Info.Us Small Cap is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Us Small Cap is roughly 10.29 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Us Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Us Small's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Us Small's earnings, one of the primary drivers of an investment's value.Us Small Cap Systematic Risk
Us Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Us Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Us Small Cap correlated with the market. If Beta is less than 0 Us Small generally moves in the opposite direction as compared to the market. If Us Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Us Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Us Small is generally in the same direction as the market. If Beta > 1 Us Small moves generally in the same direction as, but more than the movement of the benchmark.
Us Small April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Us Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Us Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Us Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing DFSTX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Us Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.2 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 5.25 | |||
| Value At Risk | (1.63) | |||
| Potential Upside | 1.72 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Us Small 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 estimate. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.