Dfa Target Value Fund Minimum Initial Investment
| DFTPXDelisted Fund | USD 28.03 0.00 0.00% |
Dfa Target Value fundamentals help investors to digest information that contributes to Dfa Target'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 Target'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 Target mutual fund.
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Dfa Target Value Mutual Fund Minimum Initial Investment Analysis
Dfa Target'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.
CompetitionBased on the recorded statements, Dfa Target 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 Dfa Target
The fund consists of 98.8% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Dfa Target'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
| Price To Earning | 17.98 X | |||
| Price To Book | 1.43 X | |||
| Price To Sales | 0.78 X | |||
| Total Asset | 12.87 B | |||
| One Year Return | (15.55) % | |||
| Three Year Return | (5.52) % | |||
| Five Year Return | (1.50) % | |||
| Ten Year Return | 6.40 % | |||
| Net Asset | 12.87 B | |||
| Last Dividend Paid | 0.07 | |||
| Cash Position Weight | 1.14 % | |||
| Equity Positions Weight | 98.80 % |
About Dfa Target Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dfa Target Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dfa Target using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dfa Target 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.
Pair Trading with Dfa Target
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 Target 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 Target will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Dfa Target 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 Target 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 Target - 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 Target Value to buy it.
The correlation of Dfa Target 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 Target moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Target 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 Dfa Target 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. 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 american community survey. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Other Consideration for investing in Dfa Mutual Fund
If you are still planning to invest in Dfa Target Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Dfa Target's history and understand the potential risks before investing.
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