Global Equity Portfolio Fund Quote
| DGEIX Fund | USD 31.63 0.29 0.91% |
Performance12 of 100
| Odds Of DistressLess than 14
|
Global Equity is trading at 31.63 as of the 16th of April 2024; that is -0.91% down since the beginning of the trading day. The fund's open price was 31.92. Global Equity has less than a 14 % 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 Global Equity Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
The fund normally allocates its assets to underlying funds that invest in domestic and international equity securities. It further diversifies its investment portfolio by allocating its assets among underlying funds that provide exposure to companies in all market capitalization ranges, as well as real estate securities.. More on Global Equity Portfolio
Moving together with Global Mutual Fund
| 0.97 | DIHRX | Intal High Relative | PairCorr |
| 0.88 | DISVX | Dfa International Small | PairCorr |
| 0.94 | DISMX | Dfa International | PairCorr |
| 0.91 | DMREX | Dfa Municipal Real | PairCorr |
| 0.9 | DNYMX | Dfa Ny Municipal | PairCorr |
Global 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. Global Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Global Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Update Date | 31st of March 2024 |
Global Equity Portfolio [DGEIX] is traded in USA and was established 16th of April 2024. Global Equity is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 7.25 B in assets under management (AUM) with no minimum investment requirementsGlobal Equity Portfolio is currently producing year-to-date (YTD) return of 4.05% with the current yeild of 0.02%, while the total return for the last 3 years was 5.21%.
Check Global Equity 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 Global 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 Global 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 Global Equity Portfolio 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 Global Equity Portfolio Mutual Fund Constituents
| DFCEX | Emerging Markets E | Mutual Fund | Diversified Emerging Mkts |
| DFEOX | Us E Equity | Mutual Fund | Large Blend |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend |
| DFITX | Dfa International Real | Mutual Fund | Global Real Estate |
| DFQTX | Us E Equity | Mutual Fund | Large Blend |
| DFREX | Dfa Real Estate | Mutual Fund | Real Estate |
Global Equity Target Price Odds Analysis
Based on a normal probability distribution, the odds of Global Equity jumping above the current price in 90 days from now is about 43.89%. The Global Equity Portfolio probability density function shows the probability of Global Equity 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 1.0326 suggesting Global Equity Portfolio market returns are sensitive to returns on the market. As the market goes up or down, Global Equity is expected to follow. Additionally, global Equity Portfolio has an alpha of 0.0115, implying that it can generate a 0.0115 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Global Equity to move above the current price in 90 days from now is about 43.89 (This Global Equity Portfolio probability density function shows the probability of Global Mutual Fund to fall within a particular range of prices over 90 days) .
Global Equity Portfolio Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Global Equity market risk premium is the additional return an investor will receive from holding Global Equity 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 Global Equity. 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 Global Equity's alpha and beta are two of the key measurements used to evaluate Global Equity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5325 | |||
| Semi Deviation | 0.6421 | |||
| Standard Deviation | 0.6755 | |||
| Variance | 0.4563 |
Global Equity Against Markets
Picking the right benchmark for Global Equity 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 Global Equity 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 Global Equity is critical whether you are bullish or bearish towards Global Equity Portfolio at a given time. Please also check how Global Equity'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 Global Equity 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 Global Mutual Fund?
Before investing in Global Equity, 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 Global Equity. To buy Global Equity fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Global Equity. 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 Global Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Global Equity Portfolio 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 Global Equity Portfolio 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 Global Equity Portfolio, 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 Global Equity Portfolio?
The danger of trading Global Equity Portfolio 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 Global Equity 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 Global Equity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Global Equity Portfolio 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 Global Equity Portfolio. 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 gross domestic product. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.