Global Allocation Financials
| DGSIX Fund | USD 22.35 0.03 0.13% |
Global |
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.
Global Allocation Fund Summary
Global Allocation competes with Global Advantage, Global Strategist, Global Strategist, Global Real, and Global Equity. The fund allocates its assets to underlying funds that invest in equity and fixed income securities. Generally, the Portfolio invests its assets in domestic and international equity underlying funds and fixed income underlying funds to achieve an allocation of approximately 40 percent to 80 percent of the Portfolios assets to domestic and international equity underlying funds and 20 percent to 60 percent of its assets to fixed income underlying funds.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US25434D6581 |
| Business Address | Dimensional Investment Group |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
Global Allocation Key Financial Ratios
Global Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Allocation's current stock value. Our valuation model uses many indicators to compare Global Allocation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Allocation competition to find correlations between indicators driving Global Allocation's intrinsic value. More Info.Global Allocation 6040 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Global Allocation 6040 is roughly 9.21 . 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 Global Allocation's earnings, one of the primary drivers of an investment's value.Global Allocation 6040 Systematic Risk
Global Allocation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Global Allocation 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Global Allocation 6040 correlated with the market. If Beta is less than 0 Global Allocation generally moves in the opposite direction as compared to the market. If Global Allocation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Global Allocation 6040 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Global Allocation is generally in the same direction as the market. If Beta > 1 Global Allocation moves generally in the same direction as, but more than the movement of the benchmark.
Global Allocation November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Global Allocation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Global Allocation 6040. We use our internally-developed statistical techniques to arrive at the intrinsic value of Global Allocation 6040 based on widely used predictive technical indicators. In general, we focus on analyzing Global Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Global Allocation's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4555 | |||
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 2.29 | |||
| Value At Risk | (0.58) | |||
| Potential Upside | 0.7713 |
Other Information on Investing in Global Mutual Fund
Global Allocation financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Allocation security.
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