Us Small Cap Fund Filter Stocks by Fundamentals

DFSTX Fund  USD 44.05  0.73  1.63%   
Us Small Cap fundamentals help investors to digest information that contributes to Us Small's financial success or failures. It also enables traders to predict the movement of DFSTX Mutual Fund. The fundamental analysis module provides a way to measure Us Small'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 Small 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.

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Performance Analysis

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Fund Asset Allocation for Us Small

The fund invests 99.12% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.84%) and various exotic instruments (0.04%).
Asset allocation divides Us Small'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.

DFSTX Fundamentals

About Us Small Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Us Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Us Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Us Small Cap 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.

Pair Trading with Us Small

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 Small 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 Small will appreciate offsetting losses from the drop in the long position's value.

Moving together with DFSTX Mutual Fund

  0.91DIHRX Intal High RelativePairCorr
  0.89DILRX Dfa InternationalPairCorr
  0.84DISVX Dfa International SmallPairCorr
  0.91DISMX Dfa InternationalPairCorr
The ability to find closely correlated positions to Us Small 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 Small 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 Small - 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 Small Cap to buy it.
The correlation of Us Small 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 Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Us Small Cap 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 Small 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 Us Small Cap. 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 estimate.
You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Please note, there is a significant difference between Us Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Us Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Us Small'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.