Dfa Sustainability Core Fund Quote
| DFSIX Fund | USD 47.31 0.15 0.32% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Dfa Us is trading at 47.31 as of the 29th of November 2024; that is 0.32 percent decrease since the beginning of the trading day. The fund's open price was 47.46. Dfa Us has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Dfa Sustainability Core are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The Portfolio 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 Dfa Sustainability Core
Moving together with Dfa Mutual Fund
Moving against Dfa Mutual Fund
Dfa 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 |
Dfa Sustainability Core [DFSIX] is traded in USA and was established 29th of November 2024. Dfa Us 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 1.77 B in assets under management (AUM) with no minimum investment requirementsDfa Sustainability Core is currently producing year-to-date (YTD) return of 27.66% with the current yeild of 0.01%, while the total return for the last 3 years was 9.97%.
Check Dfa Us 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 Dfa 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 Dfa 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 Dfa Sustainability Core 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 Dfa Sustainability Core Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| DIS | Walt Disney | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology |
Dfa Sustainability Core Risk Profiles
| Mean Deviation | 0.6004 | |||
| Semi Deviation | 0.6934 | |||
| Standard Deviation | 0.8411 | |||
| Variance | 0.7075 |
Dfa Us Against Markets
Other Information on Investing in Dfa Mutual Fund
Dfa Us financial ratios help investors to determine whether Dfa 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 Dfa with respect to the benefits of owning Dfa Us security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |