Dfa Small Fund Quote
| DSCGX Fund | USD 29.89 0.15 0.50% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Dfa Small is trading at 29.89 as of the 17th of January 2025; that is 0.50 percent up since the beginning of the trading day. The fund's open price was 29.74. Dfa Small 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 Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other U.S. More on Dfa Small
Dfa Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Small Growth Funds, Small Growth, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of December 2024 |
Dfa Small [DSCGX] is traded in USA and was established 17th of January 2025. Dfa Small is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 656.4 M in assets under management (AUM) with no minimum investment requirementsDfa Small is currently producing year-to-date (YTD) return of 1.22% with the current yeild of 0.01%, while the total return for the last 3 years was 5.6%.
Check Dfa 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 Dfa 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 Dfa 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 Dfa 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 Dfa Small Mutual Fund Constituents
| MORN | Morningstar | Stock | Financials | |
| TPX | Tempur Sealy International | Stock | Consumer Discretionary | |
| CHE | Chemed Corp | Stock | Health Care | |
| MASI | Masimo | Stock | Health Care | |
| APPS | Digital Turbine | Stock | Information Technology | |
| SAIA | Saia Inc | Stock | Industrials | |
| SEDG | SolarEdge Technologies | Stock | Information Technology | |
| TREX | Trex Company | Stock | Industrials |
Dfa Small Risk Profiles
| Mean Deviation | 0.7946 | |||
| Semi Deviation | 1.02 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 |
Dfa Small Against Markets
Other Information on Investing in Dfa Mutual Fund
Dfa Small financial ratios help investors to determine whether Dfa 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 Dfa with respect to the benefits of owning Dfa Small security.
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