Us Large Cap Fund Quote
| DFLVX Fund | USD 51.98 0.13 0.25% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Us Large is trading at 51.98 as of the 22nd of November 2024; that is 0.25 percent down since the beginning of the trading day. The fund's open price was 52.11. Us Large has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Us Large Cap 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 is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the U.S. Large Cap Value Series of the DFA Investment Trust Company , which has the same investment objective and policies as the U.S. More on Us Large Cap
Moving together with DFLVX Mutual Fund
Moving against DFLVX Mutual Fund
DFLVX Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Value Funds, Large Value, Dimensional Fund Advisors, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Us Large Cap [DFLVX] is traded in USA and was established 22nd of November 2024. Us Large is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Large Value category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 26.91 B in assets under management (AUM) with no minimum investment requirementsUs Large Cap is currently producing year-to-date (YTD) return of 18.65% with the current yeild of 0.02%, while the total return for the last 3 years was 7.9%.
Check Us Large 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 DFLVX 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 DFLVX 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 Large Cap 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 Large Cap Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| GS | Goldman Sachs Group | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| PFE | Pfizer Inc | Stock | Health Care |
Us Large Top Holders
| SPGEX | Symmetry Panoramic Global | Mutual Fund | World Large-Stock Blend | |
| SPUSX | Symmetry Panoramic Equity | Mutual Fund | Large Blend | |
| EVAGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity | |
| EVFGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity | |
| EVFMX | Evaluator Moderate Rms | Mutual Fund | Allocation--50% to 70% Equity | |
| EVGLX | Evaluator Growth Rms | Mutual Fund | Allocation--70% to 85% Equity | |
| EVGRX | Evaluator Growth Rms | Mutual Fund | Allocation--70% to 85% Equity | |
| EVMLX | Evaluator Moderate Rms | Mutual Fund | Allocation--50% to 70% Equity |
Us Large Cap Risk Profiles
| Mean Deviation | 0.6023 | |||
| Semi Deviation | 0.5043 | |||
| Standard Deviation | 0.8207 | |||
| Variance | 0.6735 |
Us Large Against Markets
Other Information on Investing in DFLVX Mutual Fund
Us Large financial ratios help investors to determine whether DFLVX 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 DFLVX with respect to the benefits of owning Us Large security.
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