Us Targeted Value Fund Quote

DFFVX Fund  USD 32.83  0.29  0.88%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 21

 
High
 
Low
Low
Us Targeted is trading at 32.83 as of the 23rd of May 2024; that is -0.88 percent down since the beginning of the trading day. The fund's open price was 33.12. Us Targeted 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 Targeted Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2022 and ending today, the 23rd of May 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

  0.75DIHRX Intal High RelativePairCorr
  0.65DILRX Dfa InternationalPairCorr
  0.7DIPSX Dfa Inflation ProtectedPairCorr
  0.83DISVX Dfa International SmallPairCorr
  0.8DISMX Dfa InternationalPairCorr
  0.94DRIIX Dimensional 2045 TargetPairCorr
  0.93DRIHX Dimensional 2040 TargetPairCorr

DFFVX 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 Targeted's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Us Targeted 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 Funds, Small Value Funds, Small Value, Dimensional Fund Advisors, Large, Small Value (View all Sectors)
Update Date31st of March 2024
Us Targeted Value [DFFVX] is traded in USA and was established 23rd of May 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 4.25% with the current yeild of 0.01%, while the total return for the last 3 years was 7.91%.
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

LADLithia MotorsStockConsumer Discretionary
AVTAvnet IncStockInformation Technology
ACMAecom TechnologyStockIndustrials
ZIONZions BancorporationStockFinancials
DARDarling IngredientsStockConsumer Staples
AGOAssured GuarantyStockFinancials
BGBunge LimitedStockConsumer Staples
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Us Targeted Top Holders

SPUSXSymmetry Panoramic EquityMutual FundLarge Blend
SPGEXSymmetry Panoramic GlobalMutual FundWorld Large-Stock Blend
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Us Targeted Value Risk Profiles

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

Us Targeted Against Markets

Picking the right benchmark for Us Targeted 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 Targeted 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 Targeted is critical whether you are bullish or bearish towards Us Targeted Value at a given time. Please also check how Us Targeted'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 Targeted 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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How to buy DFFVX Mutual Fund?

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

The danger of trading Us Targeted Value 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 Targeted 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 Targeted. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Us Targeted Value 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 Targeted Value. 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 real.
You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
Please note, there is a significant difference between Us Targeted's value and its price as these two are different measures arrived at by different means. Investors typically determine if Us Targeted is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Us Targeted'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.