Dfa World Ex Fund Buy Hold or Sell Recommendation
| DWUSX Fund | USD 14.29 0.04 0.28% |
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Dfa World Ex is 'Sell'. Macroaxis provides Dfa World buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DWUSX positions. The advice algorithm takes into account all of Dfa World's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Dfa World's buy or sell advice are summarized below:
Real Value 14.22 | Hype Value 14.29 | Market Value 14.29 | Naive Value 14.18 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Dfa World Ex given historical horizon and risk tolerance towards Dfa World. When Macroaxis issues a 'buy' or 'sell' recommendation for Dfa World Ex, the advice is generated through an automated system that utilizes algorithms and statistical models.
Dfa |
Execute Dfa World Buy or Sell Advice
The Dfa recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Dfa World Ex. Macroaxis does not own or have any residual interests in Dfa World Ex or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Dfa World's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Dfa World Trading Alerts and Improvement Suggestions
| The fund retains 98.17% of its assets under management (AUM) in equities |
Dfa World current analysts advice
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Dfa analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Dfa analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.
Dfa World Returns Distribution Density
The distribution of Dfa World's historical returns is an attempt to chart the uncertainty of Dfa World's future price movements. The chart of the probability distribution of Dfa World daily returns describes the distribution of returns around its average expected value. We use Dfa World Ex price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Dfa World returns is essential to provide solid investment advice for Dfa World.
| Mean Return | 0.1 | Value At Risk | -1.03 | Potential Upside | 0.99 | Standard Deviation | 0.60 |
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 World 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 World 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 World 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 World's price will be affected by overall mutual fund 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 Dfa fund'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 NYSE Composite | 0.08 | |
β | Beta against NYSE Composite | 0.10 | |
σ | Overall volatility | 0.61 | |
Ir | Information ratio | 0.01 |
Dfa World Volatility Alert
Dfa World Ex exhibits relatively low volatility with skewness of -0.51 and kurtosis of 0.18. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Dfa World's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Dfa World'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 financial instruments as prices fall.Dfa World Fundamentals Vs Peers
Comparing Dfa World'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 World's direct or indirect competition across all of the common fundamentals between Dfa World and the related equities. This way, we can detect undervalued stocks with similar characteristics as Dfa World or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Dfa World's fundamental indicators could also be used in its relative valuation, which is a method of valuing Dfa World by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Dfa World to competition |
| Fundamentals | Dfa World | Peer Average |
| Price To Earning | 11.37 X | 6.53 X |
| Price To Book | 0.89 X | 0.74 X |
| Price To Sales | 0.52 X | 0.61 X |
| Annual Yield | 0.03 % | 0.29 % |
| Year To Date Return | 0.69 % | 0.39 % |
| One Year Return | 9.39 % | 4.15 % |
| Three Year Return | 1.55 % | 3.60 % |
| Five Year Return | 5.46 % | 3.24 % |
| Net Asset | 499.86 M | 4.11 B |
| Last Dividend Paid | 0.15 | 0.65 |
| Cash Position Weight | 1.78 % | 10.61 % |
| Equity Positions Weight | 98.17 % | 63.90 % |
Dfa World Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Dfa . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 14.29 | |||
| Day Typical Price | 14.29 | |||
| Price Action Indicator | (0.02) | |||
| Period Momentum Indicator | (0.04) |
About Dfa World Buy or Sell Advice
When is the right time to buy or sell Dfa World Ex? Buying financial instruments such as Dfa Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the 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. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Dfa World 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. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.