Dfa Oregon Bond Positions Weight vs. Year To Date Return
| DOGMX Fund | USD 9.82 0.01 0.10% |
For Dfa Oregon profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dfa Oregon to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dfa Oregon Municipal utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dfa Oregon's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dfa Oregon Municipal over time as well as its relative position and ranking within its peers.
DFA |
Dfa Oregon Municipal Year To Date Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Oregon's current stock value. Our valuation model uses many indicators to compare Dfa Oregon value to that of its competitors to determine the firm's financial worth. Dfa Oregon Municipal is one of the top funds in bond positions weight among similar funds. It also is one of the top funds in year to date return among similar funds creating about 0.01 of Year To Date Return per Bond Positions Weight. The ratio of Bond Positions Weight to Year To Date Return for Dfa Oregon Municipal is roughly 68.99 . 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 Oregon's earnings, one of the primary drivers of an investment's value.DFA Year To Date Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Dfa Oregon |
| = | 97.52 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Dfa Oregon |
| = | 1.41 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
DFA Year To Date Return Comparison
Dfa Oregon is currently under evaluation in year to date return among similar funds.
Dfa Oregon Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dfa Oregon, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dfa Oregon will eventually generate negative long term returns. The profitability progress is the general direction of Dfa Oregon's change in net profit over the period of time. It can combine multiple indicators of Dfa Oregon, 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.
As a fundamental investment policy, under normal market conditions, the Portfolio will invest at least 80 percent of its net assets in municipal securities that pay interest exempt from federal personal income tax and the Oregon state personal income tax. The adviser does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax. It is non-diversified.
DFA Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dfa Oregon. 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 Oregon 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 Oregon's important profitability drivers and their relationship over time.
Use Dfa Oregon 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 Oregon 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 Oregon will appreciate offsetting losses from the drop in the long position's value.Dfa Oregon Pair Trading
Dfa Oregon Municipal Pair Trading Analysis
The ability to find closely correlated positions to Dfa Oregon 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 Oregon 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 Oregon - 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 Oregon Municipal to buy it.
The correlation of Dfa Oregon 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 Oregon moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dfa Oregon Municipal 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 Oregon 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 Oregon position
In addition to having Dfa Oregon 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 Financials Thematic Idea Now
Financials
Companies that provide financial services to business or retail customers. The Financials theme has 20 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 Financials Theme or any other thematic opportunities.
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Other Information on Investing in DFA Mutual Fund
To fully project Dfa Oregon's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dfa Oregon Municipal 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 Oregon's income statement, its balance sheet, and the statement of cash flows.
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