Dfa Municipal Financials
| DMREX Fund | USD 10.88 0.01 0.09% |
Dfa |
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.
Dfa Municipal Fund Summary
Dfa Municipal competes with Intal High, Dfa -, Dfa Inflation, Dfa International, and Dfa International. The fund seeks its investment objective by investing primarily in a universe of investment grade municipal securities, including inflation-protected municipal securities, and in derivative instruments to provide inflation protection. It will invest at least 80 percent of its net assets in municipal securities that pay interest exempt from federal income tax. No more than 25 percent of the funds assets will be invested in municipal securities that, at the time of purchase, are rated in the lowest quarter of the investment grade spectrum.Specialization | Muni National Short, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US25239Y5502 |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Muni National Short |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
Dfa Municipal Key Financial Ratios
Dfa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Municipal's current stock value. Our valuation model uses many indicators to compare Dfa Municipal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Municipal competition to find correlations between indicators driving Dfa Municipal's intrinsic value. More Info.Dfa Municipal Real is rated # 5 fund in annual yield among similar funds. It also is rated # 5 fund in year to date return among similar funds creating about 2,234 of Year To Date Return per Annual Yield. 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 Municipal's earnings, one of the primary drivers of an investment's value.Dfa Municipal Real Systematic Risk
Dfa Municipal's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dfa Municipal 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 Dfa Municipal Real correlated with the market. If Beta is less than 0 Dfa Municipal generally moves in the opposite direction as compared to the market. If Dfa Municipal Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dfa Municipal Real is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dfa Municipal is generally in the same direction as the market. If Beta > 1 Dfa Municipal moves generally in the same direction as, but more than the movement of the benchmark.
Dfa Municipal November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dfa Municipal help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dfa Municipal Real. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dfa Municipal Real based on widely used predictive technical indicators. In general, we focus on analyzing Dfa Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dfa Municipal's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1191 | |||
| Information Ratio | (1.88) | |||
| Maximum Drawdown | 0.2772 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.0928 |
Other Information on Investing in Dfa Mutual Fund
Dfa Municipal financial ratios help investors to determine whether Dfa 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 Dfa with respect to the benefits of owning Dfa Municipal security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges |