Us Large is trading at 34.27 as of the 29th of November 2024; that is 0.29 percent decrease since the beginning of the trading day. The fund's open price was 34.37. Us Large has less than a 19 % 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 Us Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of January 2023 and ending today, the 29th of November 2024. Click here to learn more.
The U.S. Value Portfolio 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
Us Large Cap [DFUVX] is traded in USA and was established 29th 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 4.06 B in assets under management (AUM) with no minimum investment requirementsUs Large Cap is currently producing year-to-date (YTD) return of 21.24% with the current yeild of 0.02%, while the total return for the last 3 years was 9.14%.
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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 DFUVX 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 DFUVX 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.
Other Information on Investing in DFUVX Mutual Fund
Us Large financial ratios help investors to determine whether DFUVX 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 DFUVX with respect to the benefits of owning Us Large security.
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance