DISVX Mutual Fund Buy Hold or Sell Recommendation

DISVX -  USA Fund  

USD 21.49  0.10  0.47%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Dfa International Small is 'Strong Hold'. Macroaxis provides Dfa International buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DISVX positions. The advice algorithm takes into account all of Dfa International's available fundamental, technical, and predictive indicators you will find on this site.

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The advice is provided from Dfa International's buy-and-hold perspective. Continue to Dfa International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as DISVX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Dfa International Small.

Execute Dfa International Buy or Sell Advice

The DISVX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Dfa International Small. Macroaxis does not own or have any residual interests in Dfa International Small or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Dfa International's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Dfa InternationalBuy Dfa International
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Close to AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Dfa International Small has a Risk Adjusted Performance of 0.0162, Jensen Alpha of (0.024838), Total Risk Alpha of (0.033025), Sortino Ratio of (0.027005) and Treynor Ratio of 0.0077
Our investment recommendation module complements current analysts and expert consensus on Dfa International. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Use Dfa International Small price to earning, three year return, as well as the relationship between the Three Year Return and equity positions weight to ensure your buy or sell decision on Dfa International Small is adequate.

Dfa International Trading Alerts and Improvement Suggestions

Dfa International generates negative expected return over the last 90 days
On 29th of June 2021 Dfa International paid $ 0.048 per share dividend to its current shareholders
Latest headline from www.dividendinvestor.com: NASDAQDISVX Intl Small Cap Value PtfDFA Investment Dimensions Group Inc Dividend Announcement 0.0477 per share - Dividend Investor
Dfa International Small generated five year return of -2.0%
This fund retains 98.86% of its assets under management (AUM) in equities

Dfa International Returns Distribution Density

The distribution of Dfa International's historical returns is an attempt to chart the future uncertainty of Dfa International's future price movements. The chart of the probability distribution of Dfa International stock daily returns describes the distribution of returns around its average expected value. We use Dfa International Small price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Dfa International returns is essential to provide solid investment advice for Dfa International stock.
Mean Return0.0176Value At Risk-1.31
Potential Upside1.47Standard Deviation0.91
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Dfa International historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Dfa International Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Dfa International or Dimensional Fund Advisors sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Dfa International stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a DISVX stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.02
β
Beta against DOW0.97
σ
Overall volatility
0.92
Ir
Information ratio -0.03

Dfa International Volatility Alert

Dfa International Small has low volatility with Treynor Ratio of 0.01, Maximum Drawdown of 4.41 and kurtosis of 0.05. However, we advice all investors to further analyze Dfa International Small to make certain all market information is desiminated and is consistent with the current expectations about Dfa International upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Dfa International's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Dfa International's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Dfa International Fundamentals Vs Peers

Comparing Dfa International's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Dfa International's direct or indirect competition across all of the common fundamentals between Dfa International and the related equities. This way, we can detect undervalued stocks with similar characteristics as Dfa International or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Dfa International's fundamental indicators could also be used in its relative valuation, which is a method of valuing Dfa International by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Dfa International to competition
FundamentalsDfa InternationalPeer Average
Price to Earning11.96 X6.53 X
Price to Book0.84 X0.74 X
Price to Sales0.51 X0.61 X
One Year Return(9.48) %4.15 %
Three Year Return(6.51) %3.60 %
Five Year Return(1.55) %3.24 %
Ten Year Return5.33 %1.79 %
Net Asset12.41 B4.11 B
Last Dividend Paid0.050.65
Cash Position Weight1.06 %10.61 %
Equity Positions Weight98.86 %63.90 %

About Dfa International Buy or Sell Advice

When is the right time to buy or sell Dfa International Small? Buying financial instruments such as DISVX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Dfa International investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Dfa International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Airlines
Airlines Theme
Domestic and international airlines and airline services. Airlines theme has 30 constituents.
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Continue to Dfa International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Dfa International Small information on this page should be used as a complementary analysis to other Dfa International'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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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Please note, there is a significant difference between Dfa International's value and its price as these two are different measures arrived at by different means. Investors typically determine Dfa International value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dfa International'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.