Us Targeted Value Fund Quote
| DFFVX Fund | USD 34.77 0.56 1.64% |
Performance10 of 100
| Odds Of DistressLess than 17
|
Us Targeted is trading at 34.77 as of the 27th of July 2024; that is 1.64 percent up since the beginning of the trading day. The fund's open price was 34.21. Us Targeted has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Us Targeted Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of April 2024 and ending today, the 27th of July 2024. Click here to learn more.
The fund purchases a broad and diverse group of the readily marketable securities of U.S. small and mid cap companies that the advisor determines to be value stocks with higher profitability. It may purchase or sell futures contracts and options on futures contracts for U.S. More on Us Targeted Value
Moving together with DFFVX Mutual Fund
DFFVX Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Small Value Funds, Small Value, Dimensional Fund Advisors, Large, Small Value (View all Sectors) |
| Update Date | 30th of June 2024 |
Us Targeted Value [DFFVX] is traded in USA and was established 27th of July 2024. Us Targeted is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Value category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 11.63 B in assets under management (AUM) with no minimum investment requirementsUs Targeted Value is currently producing year-to-date (YTD) return of 8.36% with the current yeild of 0.01%, while the total return for the last 3 years was 10.93%.
Check Us Targeted 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 DFFVX 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 DFFVX 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 Targeted Value 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 Targeted Value Mutual Fund Constituents
| XPO | XPO Logistics | Stock | Industrials | |
| AGCO | AGCO Corporation | Stock | Industrials | |
| AIZ | Assurant | Stock | Financials | |
| M | Macys Inc | Stock | Consumer Discretionary | |
| HP | Helmerich and Payne | Stock | Energy | |
| ACM | Aecom Technology | Stock | Industrials | |
| ARW | Arrow Electronics | Stock | Information Technology | |
| TOL | Toll Brothers | Stock | Consumer Discretionary |
Us Targeted Top Holders
| SPUSX | Symmetry Panoramic Equity | Mutual Fund | Large Blend | |
| SPGEX | Symmetry Panoramic Global | Mutual Fund | World Large-Stock Blend |
Us Targeted Value Risk Profiles
| Mean Deviation | 0.866 | |||
| Semi Deviation | 0.8555 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.26 |
Us Targeted Against Markets
Other Information on Investing in DFFVX Mutual Fund
Us Targeted financial ratios help investors to determine whether DFFVX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in DFFVX with respect to the benefits of owning Us Targeted security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |