Us Targeted Value Fund Minimum Initial Investment
| DFFVX Fund | USD 31.16 0.29 0.92% |
Us Targeted Value fundamentals help investors to digest information that contributes to Us Targeted's financial success or failures. It also enables traders to predict the movement of DFFVX Mutual Fund. The fundamental analysis module provides a way to measure Us Targeted's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Us Targeted mutual fund.
DFFVX |
Us Targeted Value Mutual Fund Minimum Initial Investment Analysis
Us Targeted's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Us Targeted Value has a Minimum Initial Investment of 0.0. This indicator is about the same for the Dimensional Fund Advisors average (which is currently at 0.0) family and about the same as Small Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Us Targeted
The fund invests 99.75% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.2%) and various exotic instruments (0.05%).Asset allocation divides Us Targeted's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
DFFVX Fundamentals
| Price To Earning | 17.98 X | ||||
| Price To Book | 1.43 X | ||||
| Price To Sales | 0.78 X | ||||
| Total Asset | 11.84 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 2.65 % | ||||
| One Year Return | 17.24 % | ||||
| Three Year Return | 6.55 % | ||||
| Five Year Return | 10.79 % | ||||
| Ten Year Return | 6.66 % | ||||
| Net Asset | 11.63 B | ||||
| Last Dividend Paid | 0.09 | ||||
| Cash Position Weight | 0.20 % | ||||
| Equity Positions Weight | 99.75 % |
About Us Targeted Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Us Targeted Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Us Targeted using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Us Targeted Value based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Us Targeted in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Us Targeted's short interest history, or implied volatility extrapolated from Us Targeted options trading.
Pair Trading with Us Targeted
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Us Targeted position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Us Targeted will appreciate offsetting losses from the drop in the long position's value.Moving together with DFFVX Mutual Fund
| 1.0 | DFSVX | Us Small Cap | PairCorr |
| 0.97 | VSIIX | Vanguard Small Cap | PairCorr |
| 0.97 | VISVX | Vanguard Small Cap | PairCorr |
The ability to find closely correlated positions to Us Targeted could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Us Targeted when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Us Targeted - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Us Targeted Value to buy it.
The correlation of Us Targeted is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Us Targeted moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Us Targeted Value moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Us Targeted can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Us Targeted Value. 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.