Dfa Global Real Fund Quote
| DFGEX Fund | USD 9.65 0.05 0.52% |
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Dfa Global is trading at 9.65 as of the 1st of December 2023; that is -0.52 percent decrease since the beginning of the trading day. The fund's open price was 9.7. Dfa Global has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Dfa Global Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2023 and ending today, the 1st of December 2023. Click here to learn more.
The Portfolio seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts or companies that the Advisor considers to be REIT-like entities. It may pursue its investment objective by investing its assets in the DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio , andor directly in securities of companies in the real estate industry.. More on Dfa Global Real
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Dfa 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. Dfa Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dfa Global 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, Global Real Estate Funds (View all Sectors) |
| Macroaxis Advice The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Dfa Global's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details SellFairly Valued | |
| Update Date | 30th of September 2023 |
Dfa Global Real [DFGEX] is traded in USA and was established 1st of December 2023. Dfa Global is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Dimensional Fund Advisors family. Dfa Global Real currently has accumulated 7.65 B in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.01%, while the total return for the last 3 years was 0.44%.
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Instrument Allocation
Top Dfa Global Real Mutual Fund Constituents
| AVB | AvalonBay Communities | Stock | Real Estate |
| AMT | American Tower Corp | Stock | Real Estate |
| CCI | Crown Castle | Stock | Real Estate |
| DFITX | Dfa International Real | Mutual Fund | Global Real Estate |
| DFREX | Dfa Real Estate | Mutual Fund | Real Estate |
| DLR | Digital Realty Trust | Stock | Real Estate |
| EQIX | Equinix | Stock | Real Estate |
Dfa Global Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dfa Global jumping above the current price in 90 days from now is about 11.51%. The Dfa Global Real probability density function shows the probability of Dfa Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dfa Global has a beta of 0.1288 suggesting as returns on the market go up, Dfa Global average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dfa Global Real will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0134, implying that it can generate a 0.0134 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Dfa Global to move above the current price in 90 days from now is about 11.51 (This Dfa Global Real probability density function shows the probability of Dfa Mutual Fund to fall within a particular range of prices over 90 days) .
Dfa Global Real Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dfa Global market risk premium is the additional return an investor will receive from holding Dfa Global 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 Dfa Global. 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 Dfa Global's alpha and beta are two of the key measurements used to evaluate Dfa Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9316 | |||
| Semi Deviation | 1.16 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.59 |
Dfa Global Against Markets
Picking the right benchmark for Dfa Global 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 Dfa Global 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 Dfa Global is critical whether you are bullish or bearish towards Dfa Global Real at a given time. Please also check how Dfa Global's historical prices are related to one of the top price index indicators.
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Our tools can tell you how much better you can do entering a position in Dfa Global 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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How to buy Dfa Mutual Fund?
Before investing in Dfa Global, 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 Dfa Global. To buy Dfa Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dfa Global. 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 Dfa Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dfa Global Real 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 Dfa Global Real 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 Dfa Global Real, 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 Dfa Global Real?
The danger of trading Dfa Global Real 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 Dfa Global 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 Dfa Global. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dfa Global Real 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 Dfa Global Real. 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 banks. Note that the Dfa Global Real information on this page should be used as a complementary analysis to other Dfa Global'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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Complementary Tools for Dfa Mutual Fund analysis
When running Dfa Global's price analysis, check to measure Dfa Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dfa Global is operating at the current time. Most of Dfa Global's value examination focuses on studying past and present price action to predict the probability of Dfa Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dfa Global's price. Additionally, you may evaluate how the addition of Dfa Global to your portfolios can decrease your overall portfolio volatility.
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