Us E Equity Fund Quote

DFEOX Fund  USD 37.47  0.19  0.50%   

Performance

5 of 100

 
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Strong
Modest

Odds Of Distress

Less than 21

 
High
 
Low
Low
Us Core is trading at 37.47 as of the 21st of April 2024; that is -0.5 percent down since the beginning of the trading day. The fund's open price was 37.66. Us Core 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 E Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of May 2022 and ending today, the 21st of April 2024. Click here to learn more.
The fund purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. More on Us E Equity

Moving together with DFEOX Mutual Fund

  0.96DIHRX Intal High RelativePairCorr
  0.85DNYMX Dfa Ny MunicipalPairCorr
  0.99DSHGX Dfa Selectively HedgedPairCorr
  0.97DUSLX Dfa LargePairCorr
  1.0DFELX Enhanced Large PanyPairCorr
  0.96DFEMX Emerging Markets PorPairCorr

DFEOX 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 Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Us Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationDimensional Fund Advisors Funds, Large Blend Funds, Large Blend, Dimensional Fund Advisors, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2024
Us E Equity [DFEOX] is traded in USA and was established 21st of April 2024. Us Core is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 25.49 B in assets under management (AUM) with no minimum investment requirementsUs E Equity is currently producing year-to-date (YTD) return of 5.92% with the current yeild of 0.01%, while the total return for the last 3 years was 7.47%.
Check Us Core 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 DFEOX 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 DFEOX 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 E Equity 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 E Equity Mutual Fund Constituents

BACBank of AmericaStockFinancials
AMZNAmazon IncStockConsumer Discretionary
VZVerizon CommunicationsStockCommunication Services
VVisa Class AStockFinancials
TATT IncStockCommunication Services
PGProcter GambleStockConsumer Staples
MSFTMicrosoftStockInformation Technology
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Us Core Target Price Odds Analysis

Based on a normal probability distribution, the odds of Us Core jumping above the current price in 90 days from now is about 68.33%. The Us E Equity probability density function shows the probability of Us Core 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 1.098 suggesting Us E Equity market returns are sensitive to returns on the market. As the market goes up or down, Us Core is expected to follow. Additionally, us E Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
  Odds Below 37.47HorizonTargetOdds Above 37.47
31.32%90 days
 37.47 
68.33%
Based on a normal probability distribution, the odds of Us Core to move above the current price in 90 days from now is about 68.33 (This Us E Equity probability density function shows the probability of DFEOX Mutual Fund to fall within a particular range of prices over 90 days) .

Us Core Top Holders

DRIKXDimensional 2055 TargetMutual FundTarget-Date 2055
DRILXDimensional 2060 TargetMutual FundTarget-Date 2060+
TDIFXDimensional Retirement IncomeMutual FundTarget-Date Retirement
DRIIXDimensional 2045 TargetMutual FundTarget-Date 2045
DRIJXDimensional 2050 TargetMutual FundTarget-Date 2050
DGTSXGlobal Allocation 2575Mutual FundAllocation--15% to 30% Equity
DREIXWorld Core EquityMutual FundWorld Large-Stock Blend
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Us E Equity Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Us Core market risk premium is the additional return an investor will receive from holding Us Core 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 Core. 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 Core's alpha and beta are two of the key measurements used to evaluate Us Core's performance over the market, the standard measures of volatility play an important role as well.

Us Core Against Markets

Picking the right benchmark for Us Core 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 Core 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 Core is critical whether you are bullish or bearish towards Us E Equity at a given time. Please also check how Us Core'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 Core 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.

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Portfolio Holdings

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How to buy DFEOX Mutual Fund?

Before investing in Us Core, 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 Core. To buy Us Core fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Us Core. 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 Core fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Us E Equity 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 E Equity 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 E Equity, 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 E Equity?

The danger of trading Us E Equity 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 Core 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 Core. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Us E Equity 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 E Equity. 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 persons.
You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Please note, there is a significant difference between Us Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if Us Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Us Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.