Dfa World Ex Fund Quote
| DWUSX Fund | USD 14.12 0.06 0.43% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Dfa World is trading at 14.12 as of the 19th of April 2024; that is 0.43 percent increase since the beginning of the trading day. The fund's open price was 14.06. Dfa World has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dfa World Ex are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The Portfolio is designed to provide exposure to a broad and diverse portfolio of securities of non-U.S. companies, with a focus on small and mid-cap value companies with higher profitability, associated with countries with developed and emerging markets, which may include frontier markets , authorized for investment by the Advisors Investment Committee .. More on Dfa World Ex
Moving together with Dfa Mutual Fund
| 0.85 | DIHRX | Intal High Relative | PairCorr |
| 0.99 | DISVX | Dfa International Small | PairCorr |
| 0.85 | DURPX | Us High Relative | PairCorr |
| 0.9 | DFGBX | Dfa Five Year | PairCorr |
| 0.82 | DFFVX | Us Targeted Value | PairCorr |
| 0.99 | DFIVX | Dfa International Value | PairCorr |
| 0.97 | DFISX | International Small Pany | PairCorr |
Dfa 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. Dfa World's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dfa World 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 Funds, Foreign Small/Mid Value Funds, Foreign Small/Mid Value, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of March 2024 |
Dfa World Ex [DWUSX] is traded in USA and was established 19th of April 2024. Dfa World is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 499.86 M in assets under management (AUM) with no minimum investment requirementsDfa World Ex is currently producing year-to-date (YTD) return of 2.19% with the current yeild of 0.03%, while the total return for the last 3 years was 2.84%.
Check Dfa World 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 Dfa 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 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 Dfa World Ex 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 Dfa World Ex Mutual Fund Constituents
| AGESF | ageas SANV | Pink Sheet | Insurance—Diversified |
| AEGOF | Aegon NV | Pink Sheet | Insurance—Diversified |
| AGS | PlayAGS | Stock | Consumer Discretionary |
| SWSDF | Swiss Life Holding | Pink Sheet | Insurance—Diversified |
Dfa World Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dfa World jumping above the current price in 90 days from now is about 31.36%. The Dfa World Ex probability density function shows the probability of Dfa World mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dfa World has a beta of 0.7677 suggesting as returns on the market go up, Dfa World average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dfa World Ex will be expected to be much smaller as well. Additionally, dfa World Ex has an alpha of 0.0082, implying that it can generate a 0.008219 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Dfa World to move above the current price in 90 days from now is about 31.36 (This Dfa World Ex probability density function shows the probability of Dfa Mutual Fund to fall within a particular range of prices over 90 days) .
Dfa World Ex Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dfa World market risk premium is the additional return an investor will receive from holding Dfa World 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 World. 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 World's alpha and beta are two of the key measurements used to evaluate Dfa World's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4755 | |||
| Semi Deviation | 0.6031 | |||
| Standard Deviation | 0.6151 | |||
| Variance | 0.3784 |
Dfa World Against Markets
Picking the right benchmark for Dfa World 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 World 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 World is critical whether you are bullish or bearish towards Dfa World Ex at a given time. Please also check how Dfa World'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 Dfa World 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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How to buy Dfa Mutual Fund?
Before investing in Dfa World, 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 Dfa World. To buy Dfa World fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dfa World. 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 Dfa World fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dfa World Ex 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 Dfa World Ex 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 Dfa World Ex, 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 Dfa World Ex?
The danger of trading Dfa World Ex 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 World 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 World. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dfa World Ex 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 Dfa World Ex. 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 state. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.