Dfa World Financials
| DWUSX Fund | USD 14.71 0.03 0.20% |
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 World Fund Summary
Dfa World competes with Intal High, Dfa -, Dfa Inflation, Dfa International, and Dfa -. The Portfolio is designed to provide exposure to a broad and diverse portfolio of securities of non-U.S. companies, with a focus on small and mid-cap value companies with higher profitability, associated with countries with developed and emerging markets, which may include frontier markets , authorized for investment by the Advisors Investment Committee .Specialization | Foreign Small/Mid Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US25239Y6187 |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Foreign Small/Mid Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
Dfa World Key Financial Ratios
Dfa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa World's current stock value. Our valuation model uses many indicators to compare Dfa World value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa World competition to find correlations between indicators driving Dfa World's intrinsic value. More Info.Dfa World Ex 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 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dfa World Ex is roughly 12.78 . 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 World's earnings, one of the primary drivers of an investment's value.Dfa World Ex Systematic Risk
Dfa World's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dfa World 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-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Dfa World Ex correlated with the market. If Beta is less than 0 Dfa World generally moves in the opposite direction as compared to the market. If Dfa World Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dfa World Ex is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dfa World is generally in the same direction as the market. If Beta > 1 Dfa World moves generally in the same direction as, but more than the movement of the benchmark.
Dfa World December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dfa World help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dfa World Ex. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dfa World Ex 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 World's daily price indicators and compare them against related drivers.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 3.65 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 1.08 |
Other Information on Investing in Dfa Mutual Fund
Dfa World 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 World security.
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