Dfa Diversified Fixed Fund Fundamentals
| DFXIX Fund | USD 9.08 0.02 0.22% |
Dfa Diversified Fixed fundamentals help investors to digest information that contributes to Dfa Diversified'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 Diversified'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 Diversified mutual fund.
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Dfa Diversified Fixed Mutual Fund Three Year Return Analysis
Dfa Diversified's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dfa Diversified Three Year Return | (1.05) % |
Most of Dfa Diversified's fundamental indicators, such as Three Year Return, 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 Diversified Fixed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Dfa Diversified Fixed has a Three Year Return of -1.0544%. This is much lower than that of the Dimensional Fund Advisors family and significantly lower than that of the Intermediate Core Bond category. The three year return for all United States funds is notably higher than that of the company.
Dfa Diversified Fixed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Diversified's current stock value. Our valuation model uses many indicators to compare Dfa Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Diversified competition to find correlations between indicators driving Dfa Diversified's intrinsic value. More Info.Dfa Diversified Fixed is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 133.50 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Dfa Diversified by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dfa Diversified'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 Diversified's earnings, one of the primary drivers of an investment's value.Dfa Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dfa Diversified's direct or indirect competition against its Three Year Return 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 Diversified could also be used in its relative valuation, which is a method of valuing Dfa Diversified by comparing valuation metrics of similar companies.Dfa Diversified is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Dfa Diversified
The fund consists of 74.05% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Dfa Diversified'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
| Total Asset | 2.42 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.21 % | ||||
| One Year Return | 1.31 % | ||||
| Three Year Return | (1.05) % | ||||
| Five Year Return | 0.93 % | ||||
| Net Asset | 811.71 M | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | 24.18 % | ||||
| Bond Positions Weight | 74.05 % |
About Dfa Diversified Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dfa Diversified Fixed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dfa Diversified using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dfa Diversified Fixed 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.As a non-fundamental policy, under normal circumstances, the fund will invest directly, or indirectly through its investment in the underlying funds, at least 80 percent of its net assets in fixed income securities. In addition, the fund and each underlying fund are authorized to invest more than 25 percent of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.
Pair Trading with Dfa Diversified
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 Diversified 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 Diversified will appreciate offsetting losses from the drop in the long position's value.Moving together with Dfa Mutual Fund
| 0.67 | DIPSX | Dfa Inflation Protected | PairCorr |
The ability to find closely correlated positions to Dfa Diversified 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 Diversified 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 Diversified - 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 Diversified Fixed to buy it.
The correlation of Dfa Diversified 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 Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Diversified Fixed 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 Diversified 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 Dfa Diversified Fixed. 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 gross domestic product. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.