Us Vector Equity Fund Quote
| DFVEX Fund | USD 28.05 0.18 0.65% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Us Vector is trading at 28.05 as of the 17th of January 2025; that is 0.65 percent up since the beginning of the trading day. The fund's open price was 27.87. Us Vector has about a 22 % 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. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 17th of January 2025. Click here to learn more.
The fund purchases a broad and diverse group of equity securities of U.S. operating 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 Us Vector Equity
DFVEX Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Mid-Cap Value Funds, Consumer Funds, Hybrid Mix Funds, Mid-Cap Value, Dimensional Fund Advisors, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Us Vector Equity [DFVEX] is traded in USA and was established 17th of January 2025. Us Vector is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Consumer Funds. This fund currently has accumulated 5.06 B in assets under management (AUM) with no minimum investment requirementsUs Vector Equity is currently producing year-to-date (YTD) return of 0.88% with the current yeild of 0.01%, while the total return for the last 3 years was 6.18%.
Check Us Vector 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 DFVEX 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 DFVEX 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 Vector Equity 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 Vector Equity Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Us Vector Top Holders
| SPGEX | Symmetry Panoramic Global | Mutual Fund | World Large-Stock Blend | |
| SPUSX | Symmetry Panoramic Equity | Mutual Fund | Large Blend | |
| SPGTX | Symmetry Panoramic Tax | Mutual Fund | World Large-Stock 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 |
Us Vector Equity Risk Profiles
| Mean Deviation | 0.6042 | |||
| Semi Deviation | 0.7946 | |||
| Standard Deviation | 0.9155 | |||
| Variance | 0.8382 |
Us Vector Against Markets
Other Information on Investing in DFVEX Mutual Fund
Us Vector financial ratios help investors to determine whether DFVEX 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 DFVEX with respect to the benefits of owning Us Vector security.
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