Us Micro Cap Fund Quote

DFSCX Fund  USD 31.33  0.54  1.75%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 18

 
High
 
Low
Low
Us Micro is trading at 31.33 as of the 25th of November 2024; that is 1.75 percent up since the beginning of the trading day. The fund's open price was 30.79. Us Micro has less than a 18 % 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 Micro Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund, using a market capitalization weighted approach, purchases a broad and diverse group of the securities of U.S. micro cap companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the fund.. More on Us Micro Cap

Moving against DFSCX Mutual Fund

  0.58DIPSX Dfa Inflation ProtectedPairCorr
  0.56DIHRX Intal High RelativePairCorr
  0.53DILRX Dfa InternationalPairCorr
  0.44DISMX Dfa InternationalPairCorr
  0.4DOGMX Dfa Oregon MunicipalPairCorr
  0.36DISVX Dfa International SmallPairCorr

DFSCX Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Funds, Small Blend Funds, Small Blend, Dimensional Fund Advisors, Large, Small Blend (View all Sectors)
Update Date30th of September 2024
Us Micro Cap [DFSCX] is traded in USA and was established 25th of November 2024. Us Micro is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 7.23 B in assets under management (AUM) with no minimum investment requirementsUs Micro Cap is currently producing year-to-date (YTD) return of 20.15% with the current yeild of 0.01%, while the total return for the last 3 years was 6.77%.
Check Us Micro 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 DFSCX 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 DFSCX 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 Micro 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 Micro Cap Mutual Fund Constituents

EXPOExponentStockIndustrials
KLICKulicke and SoffaStockInformation Technology
OMCLOmnicellStockHealth Care
EXLSExlService HoldingsStockIndustrials
PPBIPacific Premier BancorpStockFinancials
IPARInter ParfumsStockConsumer Staples
MDCMDC HoldingsStockConsumer Discretionary
SNBRSleep Number CorpStockConsumer Discretionary
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Us Micro Top Holders

FMUEXFree Market EquityMutual FundMid-Cap Value
SAMKXSa Mkt FdMutual FundLarge Blend
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Us Micro Cap Risk Profiles

Us Micro Against Markets

Other Information on Investing in DFSCX Mutual Fund

Us Micro financial ratios help investors to determine whether DFSCX 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 DFSCX with respect to the benefits of owning Us Micro security.
Pair Correlation
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