World Ex Val Fund Quote
| DFWVX Fund | USD 13.10 0.19 1.43% |
Performance0 of 100
| Odds Of DistressLess than 23
|
World Ex is trading at 13.10 as of the 14th of December 2024; that is 1.43 percent decrease since the beginning of the trading day. The fund's open price was 13.29. World Ex has about a 23 % 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 14th of November 2024 and ending today, the 14th of December 2024. Click here to learn more.
The Portfolio seeks to achieve its investment objective through exposure to a broad portfolio of securities of non-U.S. companies associated with countries with developed and emerging markets, which may include frontier markets , that the Advisor believes to be value stocks at the time of purchase. More on World Ex Val
Moving together with World Mutual Fund
| 0.92 | DIHRX | Intal High Relative | PairCorr |
| 0.91 | DILRX | Dfa International | PairCorr |
| 0.75 | DIPSX | Dfa Inflation Protected | PairCorr |
| 0.9 | DISVX | Dfa International Small | PairCorr |
| 0.93 | DISMX | Dfa International | PairCorr |
Moving against World Mutual Fund
World Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of December 2024 |
World Ex Val [DFWVX] is traded in USA and was established 14th of December 2024. World Ex is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 260.5 M in assets under management (AUM) with no minimum investment requirementsWorld Ex Val is currently producing year-to-date (YTD) return of 10.1% with the current yeild of 0.04%, while the total return for the last 3 years was 7.48%.
Check World Ex 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 World 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 World 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 World Ex Val 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 World Ex Val Mutual Fund Constituents
| DISVX | Dfa International Small | Mutual Fund | Foreign Small/Mid Value | |
| NOVN | Novan Inc | Stock | Health Care | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| TOYOF | Toyota Motor Corp | Pink Sheet | Auto Manufacturers |
World Ex Val Risk Profiles
| Mean Deviation | 0.5757 | |||
| Standard Deviation | 0.7524 | |||
| Variance | 0.5662 | |||
| Risk Adjusted Performance | (0.02) |
World Ex Against Markets
Other Information on Investing in World Mutual Fund
World Ex financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Ex security.
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