Global Small Fund Quote
| DGLIX Fund | USD 16.41 0.18 1.11% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Global Small is trading at 16.41 as of the 21st of November 2024; that is 1.11 percent up since the beginning of the trading day. The fund's open price was 16.23. Global Small has about a 20 % 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. Equity ratings for Global Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of December 2022 and ending today, the 21st of November 2024. Click here to learn more.
The Portfolio is a fund of funds, which means it generally allocates its assets among other funds managed by the Advisor . It normally invests substantially all of its assets in the following underlying funds the Asia Pacific Small Company Series, the Canadian Small Company Series, the Continental Small Company Series, the Emerging Markets Small Cap Series, the Japanese Small Company Series, the United Kingdom Small Company Series , and U.S. More on Global Small
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Dimensional Fund Advisors, Large, World Small/Mid Stock (View all Sectors) |
| Update Date | 30th of September 2024 |
Global Small [DGLIX] is traded in USA and was established 21st of November 2024. Global Small is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 34.08 M in assets under management (AUM) with no minimum investment requirementsGlobal Small is currently producing year-to-date (YTD) return of 11.23% with the current yeild of 0.02%, while the total return for the last 3 years was 2.62%.
Check Global 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 Global 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 Global 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 Global Small 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 Global Small Mutual Fund Constituents
| OUTFF | Outokumpu Oyj | Pink Sheet | Steel | |
| TDC | Teradata Corp | Stock | Information Technology | |
| AMS | American Shared Hospital | Stock | Health Care | |
| ASM | Avino Silver Gold | Stock | Materials | |
| DFSTX | Us Small Cap | Mutual Fund | Small Blend | |
| GLPG | Galapagos NV ADR | Stock | Health Care | |
| RXL | ProShares Ultra Health | Etf | Trading--Leveraged Equity | |
| SIM | Grupo Simec SAB | Stock | Materials |
Global Small Risk Profiles
| Mean Deviation | 0.6868 | |||
| Semi Deviation | 0.7408 | |||
| Standard Deviation | 0.9481 | |||
| Variance | 0.8989 |
Global Small Against Markets
Other Information on Investing in Global Mutual Fund
Global Small financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Small security.
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