Japanese Small is trading at 22.79 as of the 22nd of November 2024; that is 1.06 percent up since the beginning of the trading day. The fund's open price was 22.55. Japanese Small 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. Equity ratings for Japanese Small Pany 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 Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the Japanese Small Company Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. More on Japanese Small Pany
Japanese Small Pany [DFJSX] is traded in USA and was established 22nd of November 2024. Japanese Small is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Japan Stock category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 689.24 M in assets under management (AUM) with no minimum investment requirementsJapanese Small Pany is currently producing year-to-date (YTD) return of 3.14% with the current yeild of 0.04%, while the total return for the last 3 years was 1.81%.
Check Japanese Small 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 Japanese 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 Japanese 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 Japanese Small Pany 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.
Other Information on Investing in Japanese Mutual Fund
Japanese Small financial ratios help investors to determine whether Japanese 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 Japanese with respect to the benefits of owning Japanese Small security.