Us E Equity Fund Quote
| DFEOX Fund | USD 44.58 0.40 0.91% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Us E is trading at 44.58 as of the 22nd of November 2024; that is 0.91 percent up since the beginning of the trading day. The fund's open price was 44.18. Us E has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Us E Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. More on Us E Equity
Moving together with DFEOX Mutual Fund
Moving against DFEOX Mutual Fund
DFEOX Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Large Blend, Dimensional Fund Advisors, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Us E Equity [DFEOX] is traded in USA and was established 22nd of November 2024. Us E is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 25.49 B in assets under management (AUM) with no minimum investment requirementsUs E Equity is currently producing year-to-date (YTD) return of 22.78% with the current yeild of 0.01%, while the total return for the last 3 years was 8.92%.
Check Us E Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on DFEOX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding DFEOX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Us E Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Us E Equity Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials |
Us E Top Holders
| DRIKX | Dimensional 2055 Target | Mutual Fund | Target-Date 2055 | |
| DRILX | Dimensional 2060 Target | Mutual Fund | Target-Date 2060+ | |
| DRIIX | Dimensional 2045 Target | Mutual Fund | Target-Date 2045 | |
| TDIFX | Dimensional Retirement Income | Mutual Fund | Target-Date Retirement | |
| DRIJX | Dimensional 2050 Target | Mutual Fund | Target-Date 2050 | |
| DFGPX | Dfa Gb Aln575r2 | Mutual Fund | Allocation--15% to 30% Equity | |
| DGTSX | Global Allocation 2575 | Mutual Fund | Allocation--15% to 30% Equity | |
| DREIX | World Core Equity | Mutual Fund | World Large-Stock Blend |
Us E Equity Risk Profiles
| Mean Deviation | 0.5813 | |||
| Semi Deviation | 0.6575 | |||
| Standard Deviation | 0.823 | |||
| Variance | 0.6774 |
Us E Against Markets
Other Information on Investing in DFEOX Mutual Fund
Us E financial ratios help investors to determine whether DFEOX 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 DFEOX with respect to the benefits of owning Us E security.
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