Emerging Markets Value Fund Quote

DFEVX Fund  USD 30.00  0.04  0.13%   

Performance

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Odds Of Distress

Less than 22

 
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Emerging Markets is trading at 30.00 as of the 30th of January 2025; that is 0.13 percent up since the beginning of the trading day. The fund's open price was 29.96. Emerging Markets has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the Dimensional Emerging Markets Value Fund , which has the same investment objective and policies as the Portfolio. More on Emerging Markets Value

Moving together with Emerging Mutual Fund

  0.74DIHRX Intal High RelativePairCorr
  0.69DILRX Dfa InternationalPairCorr
  0.72DIPSX Dfa Inflation ProtectedPairCorr
  0.74DISVX Dfa International SmallPairCorr
  0.83DISMX Dfa InternationalPairCorr

Moving against Emerging Mutual Fund

  0.69DNYMX Dfa Ny MunicipalPairCorr
  0.66DMNBX Dfa Mn MunicipalPairCorr

Emerging Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Value Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Dimensional Fund Advisors (View all Sectors)
Update Date31st of December 2024
Emerging Markets Value [DFEVX] is traded in USA and was established 30th of January 2025. Emerging Markets is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 18 B in assets under management (AUM) with no minimum investment requirementsEmerging Markets Value is currently producing year-to-date (YTD) return of 0.7% with the current yeild of 0.05%, while the total return for the last 3 years was 3.36%.
Check Emerging Markets 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 Emerging 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 Emerging 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 Emerging Markets Value 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 Emerging Markets Value Mutual Fund Constituents

CICHFChina Construction BankPink SheetBanks—Diversified
BACHFBank of ChinaPink SheetBanks—Diversified
BIDUBaidu IncStockCommunication Services
IDCBFIndustrial and CommercialPink SheetBanks—Diversified
PBRPetroleo Brasileiro PetrobrasStockEnergy
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Emerging Markets Top Holders

FMNEXFree Market InternationalMutual FundForeign Small/Mid Value
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Emerging Markets Value Risk Profiles

Emerging Markets Against Markets

Other Information on Investing in Emerging Mutual Fund

Emerging Markets financial ratios help investors to determine whether Emerging 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 Emerging with respect to the benefits of owning Emerging Markets security.
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