Dfa Selectively Annual Yield vs. Bond Positions Weight
| DFSHX Fund | USD 9.57 0.01 0.10% |
For Dfa Selectively profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dfa Selectively to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dfa Selectively Hedged utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dfa Selectively's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dfa Selectively Hedged over time as well as its relative position and ranking within its peers.
Dfa |
Dfa Selectively Hedged Bond Positions Weight vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Selectively's current stock value. Our valuation model uses many indicators to compare Dfa Selectively value to that of its competitors to determine the firm's financial worth. Dfa Selectively Hedged is one of the top funds in annual yield among similar funds. It also is one of the top funds in bond positions weight among similar funds creating about 2,422 of Bond Positions Weight per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dfa Selectively's earnings, one of the primary drivers of an investment's value.Dfa Bond Positions Weight vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Dfa Selectively |
| = | 0.02 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Dfa Selectively |
| = | 47.95 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Dfa Bond Positions Weight Comparison
Dfa Selectively is currently under evaluation in bond positions weight among similar funds.
Dfa Selectively Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dfa Selectively, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dfa Selectively will eventually generate negative long term returns. The profitability progress is the general direction of Dfa Selectively's change in net profit over the period of time. It can combine multiple indicators of Dfa Selectively, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to maximize total returns from a universe of U.S. and foreign debt securities maturing in five years or less from the date of settlement. The debt securities in which the Portfolio may invest include obligations issued or guaranteed by the U.S. and foreign governments, their agencies and instrumentalities, corporate debt obligations, bank obligations, commercial paper, repurchase agreements, money market funds, securities of domestic or foreign issuers denominated in U.S. dollars but not trading in the United States, and obligations of supranational organizations.
Dfa Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dfa Selectively. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Dfa Selectively position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Dfa Selectively's important profitability drivers and their relationship over time.
Use Dfa Selectively in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dfa Selectively position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dfa Selectively will appreciate offsetting losses from the drop in the long position's value.Dfa Selectively Pair Trading
Dfa Selectively Hedged Pair Trading Analysis
The ability to find closely correlated positions to Dfa Selectively could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dfa Selectively when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dfa Selectively - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dfa Selectively Hedged to buy it.
The correlation of Dfa Selectively is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dfa Selectively moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Selectively Hedged moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dfa Selectively can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Dfa Selectively position
In addition to having Dfa Selectively in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Moderate Funds Thematic Idea Now
Moderate Funds
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Moderate Funds Theme or any other thematic opportunities.
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Other Information on Investing in Dfa Mutual Fund
To fully project Dfa Selectively's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dfa Selectively Hedged at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Dfa Selectively's income statement, its balance sheet, and the statement of cash flows.
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