Us Small Cap Fund Quote
| DFSVX Fund | USD 49.39 0.06 0.12% |
PerformanceVery Weak
| Odds Of DistressLow
|
Us Small is trading at 49.39 as of the 16th of February 2025; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 49.33. Us 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. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
The fund normally will invest at least 80 percent of its net assets in securities of small cap U.S. 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 Portfolio.. More on Us Small Cap
Moving together with DFSVX Mutual Fund
Moving against DFSVX Mutual Fund
DFSVX Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Small Value Funds, Small Value, Dimensional Fund Advisors, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Us Small Cap [DFSVX] is traded in USA and was established 16th of February 2025. Us Small is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Value category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 16.25 B in assets under management (AUM) with no minimum investment requirementsUs Small Cap is currently producing year-to-date (YTD) return of 1.92% with the current yeild of 0.01%, while the total return for the last 3 years was 9.12%.
Check Us 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 DFSVX 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 DFSVX 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 Small 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 Small Cap Mutual Fund Constituents
| ASB | Associated Banc Corp | Stock | Financials | |
| FCN | FTI Consulting | Stock | Industrials | |
| ESI | Element Solutions | Stock | Materials | |
| TDS | Telephone and Data | Stock | Communication Services | |
| DAR | Darling Ingredients | Stock | Consumer Staples | |
| CACI | CACI International | Stock | Information Technology | |
| SANM | Sanmina | Stock | Information Technology | |
| VSH | Vishay Intertechnology | Stock | Information Technology |
Us Small Top Holders
| SPUSX | Symmetry Panoramic Equity | Mutual Fund | Large Blend | |
| FMUEX | Free Market Equity | Mutual Fund | Mid-Cap Value |
Us Small Cap Risk Profiles
| Mean Deviation | 0.7321 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.01 | |||
| Risk Adjusted Performance | (0.04) |
Us Small Against Markets
Other Information on Investing in DFSVX Mutual Fund
Us Small financial ratios help investors to determine whether DFSVX 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 DFSVX with respect to the benefits of owning Us Small security.
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