Us Small Cap Fund Quote

DFSTX Fund  USD 44.78  0.28  0.63%   


7 of 100


Odds Of Distress

Less than 39

Below Average
Us Small is trading at 44.78 as of the 29th of February 2024; that is 0.63 percent increase since the beginning of the trading day. The fund's open price was 44.5. Us Small has about a 39 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Us Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of March 2022 and ending today, the 29th of February 2024. Click here to learn more.
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. More on Us Small Cap

Moving together with DFSTX Mutual Fund

  0.85DIHRX Intal High RelativePairCorr
  0.8DILRX Dfa - InternationalPairCorr
  0.75DISVX Dfa International SmallPairCorr
  0.87DISMX Dfa - InternationalPairCorr
  0.75DMNBX Dfa Mn MunicipalPairCorr
  0.72DMREX Dfa Municipal RealPairCorr

DFSTX 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 Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Us Small 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 Blend Funds, Small Blend, Dimensional Fund Advisors, Large, Small Blend (View all Sectors)
Update Date31st of December 2023
Us Small Cap [DFSTX] is traded in USA and was established 29th of February 2024. Us Small is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 19.17 B in assets under management (AUM) with no minimum investment requirementsUs Small Cap is currently producing year-to-date (YTD) return of 0.32% with the current yeild of 0.01%, while the total return for the last 3 years was 5.55%.
Check Us Small 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 DFSTX 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 DFSTX 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 Small Cap 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 Small Cap Mutual Fund Constituents

GNRCGenerac HoldingsStockIndustrials
KNXKnight TransportationStockIndustrials
AMEDAmedisysStockHealth Care
SAFMSanderson FarmsStockPackaged Foods
LSCCLattice SemiconductorStockInformation Technology
OMCLOmnicellStockHealth Care
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Us Small Target Price Odds Analysis

Based on a normal probability distribution, the odds of Us Small jumping above the current price in 90 days from now is about 8.95%. The Us Small Cap probability density function shows the probability of Us Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Us Small Cap has a beta of -0.3721 suggesting as returns on benchmark increase, returns on holding Us Small are expected to decrease at a much lower rate. During the bear market, however, Us Small Cap is likely to outperform the market. Additionally, the company has an alpha of 0.2118, implying that it can generate a 0.21 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 44.78HorizonTargetOdds Above 44.78
90.89%90 days
Based on a normal probability distribution, the odds of Us Small to move above the current price in 90 days from now is about 8.95 (This Us Small Cap probability density function shows the probability of DFSTX Mutual Fund to fall within a particular range of prices over 90 days) .

Us Small Top Holders

SPUSXSymmetry Panoramic UsMutual FundLarge Blend
FMUEXFree Market UsMutual FundMid-Cap Value
DGLIXGlobal SmallMutual FundWorld Small/Mid Stock
SPGEXSymmetry Panoramic GlobalMutual FundWorld Large-Stock Blend
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Us Small Cap Risk Profiles

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

Us Small Against Markets

Picking the right benchmark for Us Small 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 Small 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 Small is critical whether you are bullish or bearish towards Us Small Cap at a given time. Please also check how Us Small'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 Small 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 DFSTX Mutual Fund?

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

The danger of trading Us Small Cap 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 Small 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 Small. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Us Small Cap 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 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 employment.
You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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When running Us Small's price analysis, check to measure Us Small'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 Us Small is operating at the current time. Most of Us Small's value examination focuses on studying past and present price action to predict the probability of Us Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Us Small's price. Additionally, you may evaluate how the addition of Us Small to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Us Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Us Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Us Small'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.