World Ex Val Fund Quote
| DFWVX Fund | USD 13.06 0.01 0.08% |
Performance13 of 100
| Odds Of DistressLess than 18
|
World Ex is trading at 13.06 as of the 25th of April 2024; that is -0.08 percent down since the beginning of the trading day. The fund's open price was 13.07. World Ex has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for World Ex Val are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The Portfolio seeks to achieve its investment objective through exposure to a broad portfolio of securities of non-U.S. companies associated with countries with developed and emerging markets, which may include frontier markets , that the Advisor believes to be value stocks at the time of purchase. More on World Ex Val
Moving together with World Mutual Fund
| 0.84 | DIHRX | Intal High Relative | PairCorr |
| 0.72 | DILRX | Dfa International | PairCorr |
| 0.98 | DISVX | Dfa International Small | PairCorr |
| 0.73 | DISMX | Dfa International | PairCorr |
| 0.83 | DNYMX | Dfa Ny Municipal | PairCorr |
World 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. World Ex's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding World Ex 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 Value Funds, Foreign Large Value Funds, Foreign Large Value, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of March 2024 |
World Ex Val [DFWVX] is traded in USA and was established 25th of April 2024. World Ex is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 260.5 M in assets under management (AUM) with no minimum investment requirementsWorld Ex Val is currently producing year-to-date (YTD) return of 3.01% with the current yeild of 0.04%, while the total return for the last 3 years was 5.0%.
Check World Ex 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 World 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 World 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 World Ex Val 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 World Ex Val Mutual Fund Constituents
| DISVX | Dfa International Small | Mutual Fund | Foreign Small/Mid Value |
| NOVN | Novan Inc | Stock | Health Care |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General |
| TOYOF | Toyota Motor Corp | Pink Sheet | Auto Manufacturers |
World Ex Target Price Odds Analysis
Based on a normal probability distribution, the odds of World Ex jumping above the current price in 90 days from now is about 18.55%. The World Ex Val probability density function shows the probability of World Ex mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon World Ex has a beta of 0.7571 suggesting as returns on the market go up, World Ex average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding World Ex Val will be expected to be much smaller as well. Additionally, world Ex Val has an alpha of 0.049, implying that it can generate a 0.049 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of World Ex to move above the current price in 90 days from now is about 18.55 (This World Ex Val probability density function shows the probability of World Mutual Fund to fall within a particular range of prices over 90 days) .
World Ex Val Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. World Ex market risk premium is the additional return an investor will receive from holding World Ex 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 World Ex. 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 World Ex's alpha and beta are two of the key measurements used to evaluate World Ex's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4478 | |||
| Semi Deviation | 0.3968 | |||
| Standard Deviation | 0.5768 | |||
| Variance | 0.3327 |
World Ex Against Markets
Picking the right benchmark for World Ex 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 World Ex 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 World Ex is critical whether you are bullish or bearish towards World Ex Val at a given time. Please also check how World Ex'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 World Ex 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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| All Next | Launch Module |
How to buy World Mutual Fund?
Before investing in World Ex, 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 World Ex. To buy World Ex fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of World Ex. 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 World Ex fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located World Ex Val 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 World Ex Val 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 World Ex Val, 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 World Ex Val?
The danger of trading World Ex Val 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 World Ex 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 World Ex. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile World Ex Val 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 World Ex Val. 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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.