Dfa Large Fund Quote
| DUSLX Fund | USD 39.36 0.37 0.95% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Dfa Large is trading at 39.36 as of the 22nd of November 2024; that is 0.95 percent up since the beginning of the trading day. The fund's open price was 38.99. Dfa Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Dfa Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The Portfolio purchases a broad and diverse group of readily marketable securities of large U.S. companies that the Advisor determines to have high profitability and relative prices compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80 percent of its net assets in securities of large cap U.S. More on Dfa Large
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Dfa Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Large Growth Funds, Large Growth, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 30th of September 2024 |
Dfa Large [DUSLX] is traded in USA and was established 22nd of November 2024. Dfa Large is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 2.13 B in assets under management (AUM) with no minimum investment requirementsDfa Large is currently producing year-to-date (YTD) return of 24.63% with the current yeild of 0.01%, while the total return for the last 3 years was 10.88%.
Check Dfa Large 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 Large 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 Large Mutual Fund Constituents
| PEP | PepsiCo | Stock | Consumer Staples | |
| IBM | International Business Machines | Stock | Information Technology | |
| MO | Altria Group | Stock | Consumer Staples | |
| MA | Mastercard | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PG | Procter Gamble | Stock | Consumer Staples |
Dfa Large Risk Profiles
| Mean Deviation | 0.573 | |||
| Semi Deviation | 0.622 | |||
| Standard Deviation | 0.7293 | |||
| Variance | 0.5319 |
Dfa Large Against Markets
Other Information on Investing in Dfa Mutual Fund
Dfa Large 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 Large security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |