Dfa Global Real Fund Fundamentals

DFGEX Fund  USD 9.35  0.12  1.27%   
Dfa Global Real fundamentals help investors to digest information that contributes to Dfa Global's financial success or failures. It also enables traders to predict the movement of Dfa Mutual Fund. The fundamental analysis module provides a way to measure Dfa Global'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 Dfa Global mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Dfa Global Real Mutual Fund Annual Yield Analysis

Dfa Global's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Dfa Global Annual Yield

    
  0.03 %  
Most of Dfa Global's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dfa Global Real is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Dfa Global Real has an Annual Yield of 0.0341%. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the Global Real Estate category. The annual yield for all United States funds is notably lower than that of the firm.

Dfa Global Real Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Dfa Global's current stock value. Our valuation model uses many indicators to compare Dfa Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Global competition to find correlations between indicators driving Dfa Global's intrinsic value. More Info.
Dfa Global Real is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about  0.08  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dfa Global Real is roughly  13.06 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Dfa Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dfa Global's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dfa Global's earnings, one of the primary drivers of an investment's value.

Dfa Annual Yield Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dfa Global's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Dfa Global could also be used in its relative valuation, which is a method of valuing Dfa Global by comparing valuation metrics of similar companies.
Dfa Global is currently under evaluation in annual yield among similar funds.

Fund Asset Allocation for Dfa Global

The fund consists of 98.9% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides Dfa Global'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.

Dfa Fundamentals

About Dfa Global Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Dfa Global Real's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dfa Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dfa Global Real 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.
The Portfolio seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts or companies that the Advisor considers to be REIT-like entities. It may pursue its investment objective by investing its assets in the DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio , andor directly in securities of companies in the real estate industry.

Pair Trading with Dfa Global

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 Dfa Global 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 Dfa Global will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to Dfa Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dfa Global 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 Dfa Global - 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 Dfa Global Real to buy it.
The correlation of Dfa Global 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 Dfa Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Global Real 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 Dfa Global 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.
Pair CorrelationCorrelation Matching
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dfa Global Real. 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 income.
Note that the Dfa Global Real information on this page should be used as a complementary analysis to other Dfa Global'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 the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Please note, there is a significant difference between Dfa Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Dfa Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dfa Global'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.