Us Small Financials
| DFSVX Fund | USD 51.68 0.83 1.63% |
DFSVX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Us Small Fund Summary
Us Small competes with Lebenthal Lisanti, Hodges Small, Oberweis Small, and Aegis Value. The fund normally will invest at least 80 percent of its net assets in securities of small cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2332038197 |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
Us Small Key Financial Ratios
DFSVX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Us Small's current stock value. Our valuation model uses many indicators to compare Us Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Us Small competition to find correlations between indicators driving Us Small's intrinsic value. More Info.Us Small Cap is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Us Small Cap is roughly 14.58 . 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 Us Small's earnings, one of the primary drivers of an investment's value.Us Small Cap Systematic Risk
Us Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Us Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Us Small Cap correlated with the market. If Beta is less than 0 Us Small generally moves in the opposite direction as compared to the market. If Us Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Us Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Us Small is generally in the same direction as the market. If Beta > 1 Us Small moves generally in the same direction as, but more than the movement of the benchmark.
Us Small November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Us Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Us Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Us Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing DFSVX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Us Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9632 | |||
| Information Ratio | 0.0263 | |||
| Maximum Drawdown | 8.3 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 2.27 |
Other Information on Investing in DFSVX Mutual Fund
Us Small financial ratios help investors to determine whether DFSVX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in DFSVX with respect to the benefits of owning Us Small security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |