Us Lg Cap Fund Quote
| DUSQX Fund | USD 33.27 0.12 0.36% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Us Lg is trading at 33.27 as of the 25th of November 2024; that is 0.36 percent up since the beginning of the trading day. The fund's open price was 33.15. Us Lg has less than a 18 % 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 Lg Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.. More on Us Lg Cap
Moving against DUSQX Mutual Fund
DUSQX Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Large Blend, Dimensional Fund Advisors, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Us Lg Cap [DUSQX] is traded in USA and was established 25th of November 2024. Us Lg is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 1.56 B in assets under management (AUM) with no minimum investment requirementsUs Lg Cap is currently producing year-to-date (YTD) return of 27.51% with the current yeild of 0.01%, while the total return for the last 3 years was 10.16%.
Check Us Lg 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 DUSQX 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 DUSQX 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 Lg 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 Lg Cap Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| DIS | Walt Disney | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Us Lg Top Holders
| SPUSX | Symmetry Panoramic Equity | Mutual Fund | Large Blend | |
| SPGEX | Symmetry Panoramic Global | Mutual Fund | World Large-Stock Blend |
Us Lg Cap Risk Profiles
| Mean Deviation | 0.5472 | |||
| Semi Deviation | 0.578 | |||
| Standard Deviation | 0.7644 | |||
| Variance | 0.5844 |
Us Lg Against Markets
Other Information on Investing in DUSQX Mutual Fund
Us Lg financial ratios help investors to determine whether DUSQX 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 DUSQX with respect to the benefits of owning Us Lg security.
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