DFTVX Mutual Fund Quote

DFTVX -  USA Fund  

USD 28.05  0.03  0.11%

Market Performance
0 of 100
Odds Of Distress
Less than 37
Dfa US is trading at 28.05 as of the 17th of May 2022; that is -0.11 percent decrease since the beginning of the trading day. The fund's open price was 28.08. Dfa US has about a 37 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Dfa US Targeted are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of May 2020 and ending today, the 17th of May 2022. 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. Dfa US is traded on NASDAQ Exchange in the United States. More on Dfa US Targeted

Dfa US 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. Dfa US's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dfa US or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Dfa US Targeted generated a negative expected return over the last 90 days
Dfa US Targeted generated five year return of -1.0%
This fund retains 98.8% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis 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 US's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.45
Startdate28th of February 2012
Dfa US Targeted [DFTVX] is traded in USA and was established 17th of May 2022. The fund is listed under Small Value category and is part of Dimensional Fund Advisors family. Dfa US Targeted currently has accumulated 12.87 B in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was -5.36%.
Check Dfa US 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 DFTVX 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 Dfa US , and the less return is expected.

Top Dfa US Targeted Constituents

Dfa US Target Price Odds Analysis

What are Dfa US's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Dfa US jumping above the current price in 90 days from now is over 95.18%. The Dfa US Targeted probability density function shows the probability of Dfa US 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 1.094 suggesting Dfa US Targeted market returns are sensitive to returns on the market. As the market goes up or down, Dfa US is expected to follow. Additionally, the company has an alpha of 0.0636, implying that it can generate a 0.0636 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 28.05HorizonTargetOdds Above 28.05
4.72%90 days
 28.05 
95.18%
Based on a normal probability distribution, the odds of Dfa US to move above the current price in 90 days from now is over 95.18 (This Dfa US Targeted probability density function shows the probability of DFTVX Mutual Fund to fall within a particular range of prices over 90 days) .

Dfa US Targeted Risk Profiles

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

Dfa US Against Markets

Picking the right benchmark for Dfa US 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 US 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 US is critical whether you are bullish or bearish towards Dfa US Targeted at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Dfa US without increasing your portfolio risk or giving up 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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Investing Dfa US Targeted

You need to understand the risk of investing before taking a position in Dfa US. The danger of trading Dfa US Targeted 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 US 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 US. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dfa US Targeted 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.
Continue to Investing Opportunities. Note that the Dfa US Targeted information on this page should be used as a complementary analysis to other Dfa US'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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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