United Kingdom Financials
| DFUKX Fund | USD 24.87 0.03 0.12% |
United |
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.
United Kingdom Fund Summary
United Kingdom competes with Small-cap Value, American Century, Applied Finance, Ab Small, and Queens Road. The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the United Kingdom Small Company Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the United Kingdom Small Company Series will invest at least 80 percent of its net assets in securities of United Kingdom small companies.Specialization | Miscellaneous Region, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Miscellaneous Region |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
United Kingdom Key Financial Ratios
United Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining United Kingdom's current stock value. Our valuation model uses many indicators to compare United Kingdom value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across United Kingdom competition to find correlations between indicators driving United Kingdom's intrinsic value. More Info.United Kingdom Small 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 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for United Kingdom Small is roughly 7.20 . 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 United Kingdom's earnings, one of the primary drivers of an investment's value.United Kingdom Small Systematic Risk
United Kingdom's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. United Kingdom 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on United Kingdom Small correlated with the market. If Beta is less than 0 United Kingdom generally moves in the opposite direction as compared to the market. If United Kingdom Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one United Kingdom Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of United Kingdom is generally in the same direction as the market. If Beta > 1 United Kingdom moves generally in the same direction as, but more than the movement of the benchmark.
United Kingdom Thematic Clasifications
United Kingdom Small is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
United Kingdom Small is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Miscellaneous Region category is currently estimated at about 3.6 Billion. United Kingdom claims roughly 39.93 Million in net asset contributing just under 2% to funds under Miscellaneous Region category.| Small Growth Funds | View |
United Kingdom January 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of United Kingdom help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of United Kingdom Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of United Kingdom Small based on widely used predictive technical indicators. In general, we focus on analyzing United Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build United Kingdom's daily price indicators and compare them against related drivers.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 4.22 | |||
| Value At Risk | (2.23) | |||
| Potential Upside | 1.05 |
Other Information on Investing in United Mutual Fund
United Kingdom financial ratios help investors to determine whether United 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 United with respect to the benefits of owning United Kingdom security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |