Dfa Us Three Year Return vs. Equity Positions Weight
| DFSIX Fund | USD 47.55 0.24 0.51% |
For Dfa Us profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dfa Us to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dfa Sustainability Core utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dfa Us's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dfa Sustainability Core over time as well as its relative position and ranking within its peers.
Dfa |
Dfa Sustainability Core Equity Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Us's current stock value. Our valuation model uses many indicators to compare Dfa Us value to that of its competitors to determine the firm's financial worth. Dfa Sustainability Core is one of the top funds in three year return among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 9.94 of Equity Positions Weight per Three Year Return. 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 Us' earnings, one of the primary drivers of an investment's value.Dfa Equity Positions Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Dfa Us |
| = | 9.97 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Dfa Us |
| = | 99.16 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Dfa Equity Positions Weight Comparison
Dfa Sustainability is currently under evaluation in equity positions weight among similar funds.
Dfa Us Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dfa Us, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dfa Us will eventually generate negative long term returns. The profitability progress is the general direction of Dfa Us' change in net profit over the period of time. It can combine multiple indicators of Dfa Us, 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 Portfolio purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe, while adjusting the composition of the Portfolio based on sustainability impact considerations.
Dfa Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dfa Us. 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 Us 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 Us' important profitability drivers and their relationship over time.
Use Dfa Us 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 Us 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 Us will appreciate offsetting losses from the drop in the long position's value.Dfa Us Pair Trading
Dfa Sustainability Core Pair Trading Analysis
The ability to find closely correlated positions to Dfa Us 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 Us 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 Us - 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 Sustainability Core to buy it.
The correlation of Dfa Us 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 Us moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Sustainability Core 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 Us 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 Us position
In addition to having Dfa Us 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 Target Outcome ETFs Thematic Idea Now
Target Outcome ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Target Outcome ETFs theme has 93 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 Target Outcome ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Dfa Mutual Fund
To fully project Dfa Us' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dfa Sustainability Core 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 Us' income statement, its balance sheet, and the statement of cash flows.
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