Dfa Targeted Competition

Mutual Funds . USA . 
Fund . Dfa Targeted Credit
DTCPX Fund  USD 9.52  0.01  0.11%   
Dfa Targeted Credit competes with Intal High, Dfa International, Dfa Inflation, Dfa International, and Dfa International; as well as few others. The fund is listed under Short-Term Bond category and is part of Dimensional Fund Advisors family. Analyzing Dfa Targeted competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Dfa Targeted to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Dfa Targeted Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Dfa Targeted competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
9.479.529.57
Details
Intrinsic
Valuation
LowRealHigh
9.469.519.56
Details
Naive
Forecast
LowNextHigh
9.469.519.56
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.499.519.53
Details

Dfa Targeted Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Dfa Targeted and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Dfa and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Dfa Targeted Credit does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
DILRX
+ 1.0
DIHRX
DISMX
+ 0.98
DIHRX
DISMX
+ 0.98
DILRX
DISMX
+ 0.98
DISVX
DISVX
+ 0.96
DIHRX
DISVX
+ 0.95
DILRX
  
High negative correlations   
DNYMX
- 0.72
DIHRX
DNYMX
- 0.7
DISMX
DNYMX
- 0.69
DISVX
DNYMX
- 0.69
DILRX
DNYMX
- 0.6
DIPSX
DMREX
- 0.1
DMNBX

Risk-Adjusted Indicators

There is a big difference between Dfa Mutual Fund performing well and Dfa Targeted Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Dfa Targeted's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
DIHRX  0.60 (0.16) 0.00 (0.42) 0.00 
 0.00 
 0.85 
(1.32)
 4.70 
DILRX  0.62 (0.14) 0.00 (0.34) 0.00 
 0.00 
 0.91 
(1.27)
 4.92 
DIPSX  0.22 (0.07) 0.00 (0.91) 0.00 
 0.00 
 0.36 
(0.64)
 1.29 
DISVX  0.63 (0.15) 0.00 (0.47) 0.00 
 0.00 
 1.12 
(1.49)
 4.67 
DISMX  0.57 (0.15) 0.00 (0.41) 0.00 
 0.00 
 0.91 
(1.22)
 4.38 
DMNBX  0.02 (0.01)(0.24) 5.55  0.04 
(0.12)
 0.10 
(0.10)
 0.41 
DMREX  0.06 (0.02) 0.00 (0.74) 0.00 
 0.00 
 0.09 
(0.18)
 1.29 
DNYMX  0.02 (0.01) 0.00  3.18  0.00 
 0.00 
 0.10 
(0.10)
 0.30 
DOGMX  0.08 (0.02) 0.00  3.18  0.00 
 0.00 
 0.10 
(0.20)
 0.82 
DREIX  0.51 (0.06) 0.00 (0.06) 0.00 
 0.00 
 0.92 
(0.95)
 4.31 
All Fundamental Data

Dfa Targeted Competitive Analysis

The better you understand Dfa Targeted competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Dfa Targeted's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Dfa Targeted's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
DTCPX DIHRX DILRX DIPSX DISVX DISMX DMNBX DMREX DNYMX DOGMX
 0.11 
 9.52 
Dfa
 0.24 
 12.43 
Intal
 0.25 
 15.96 
Dfa
 0.19 
 10.75 
Dfa
 0.60 
 21.72 
Dfa
 0.54 
 14.78 
Dfa
 0.10 
 9.81 
Dfa
 0.09 
 10.70 
Dfa
 0.1 
 10.11 
Dfa
 0.10 
 9.74 
Dfa
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Solid
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Insignificant
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Hold
Hold
Cautious Hold
Hold
Hold
Strong Hold
Cautious Hold
Hold
Hold
Net Asset
646.92 M
270.54 M
344.83 M
4.54 B
15.43 B
202.33 M
63.94 M
867.98 M
97.15 M
30.57 M
Price To Book
N/A
N/A
3.22
N/A
0.84
2.63
N/A
N/A
N/A
N/A
Five Year Return
1.23
5.79
5.89
2.09
6.7
3.26
0.87
3.11
1.13
0.51
One Year Return
5.91
6.5
8.32
2.58
14.75
8.92
2.23
3.58
3.08
1.19
Last Dividend Paid
0.07
0.1
0.1
0.21
0.05
0.12
0.01
0.01
0.01
N/A
Price To Earning
N/A
N/A
17.95
N/A
11.96
16.84
N/A
N/A
N/A
N/A
Price To Sales
N/A
N/A
1.27
N/A
0.51
0.91
N/A
N/A
N/A
N/A
Cash Position Weight
29.4
0.11
0.29
0.3
1.06
0.65
3.56
6.51
20.55
2.48
Equity Positions Weight
N/A
99.89
99.72
N/A
98.86
99.35
N/A
N/A
N/A
N/A
Three Year Return
1.2
1.38
0.84
-1.75
6.74
-3.58
0.86
1.64
1.47
-0.0413
Annual Yield
1.0E-4
0.0241
0.0183
0.0017
0.0386
0.022
0.0013
0.0014
2.0E-4
5.0E-4
Year To Date Return
5.34
3.41
5.27
2.86
10.1
3.83
2.13
3.29
2.87
1.09
Bond Positions Weight
63.83
N/A
N/A
99.7
N/A
N/A
96.44
93.49
79.45
97.52
Ten Year Return
N/A
N/A
N/A
3.69
5.33
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
Day Typical Price
9.52
12.43
15.96
10.75
21.72
14.78
9.81
10.7
10.11
9.74
Period Momentum Indicator
0.01
(0.03)
(0.04)
0.02
0.13
0.08
0.01
0.01
(0.01)
0.01
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.01
1.01
1.0
1.0
1.0
1.0
Day Median Price
9.52
12.43
15.96
10.75
21.72
14.78
9.81
10.7
10.11
9.74
Price Action Indicator
0.005
(0.01)
(0.02)
0.01
0.065
0.04
0.005
0.005
(0.01)
0.005
Coefficient Of Variation
289.64
(578.04)
(651.40)
(464.52)
(606.85)
(572.31)
378272.24
(1,213)
1625.48
(923.89)
Mean Deviation
0.0374
0.6028
0.6243
0.2213
0.6269
0.5704
0.0216
0.0634
0.0233
0.0799
Jensen Alpha
0.0072
(0.16)
(0.14)
(0.07)
(0.15)
(0.15)
(0.01)
(0.02)
(0.01)
(0.02)
Total Risk Alpha
0.0062
(0.17)
(0.16)
(0.08)
(0.17)
(0.16)
(0.01)
(0.03)
(0.01)
(0.03)
Sortino Ratio
N/A
N/A
N/A
N/A
N/A
N/A
(0.24)
N/A
N/A
N/A
Downside Variance
N/A
N/A
N/A
N/A
N/A
N/A
0.0187
N/A
N/A
N/A
Standard Deviation
0.051
0.795
0.8084
0.2804
0.8349
0.7419
0.0536
0.1526
0.049
0.128
Kurtosis
0.6797
1.29
1.34
0.1086
1.16
1.41
6.11
41.57
4.85
4.08
Potential Upside
0.106
0.8501
0.9069
0.3581
1.12
0.9097
0.1019
0.0926
0.099
0.1028
Treynor Ratio
0.3648
(0.42)
(0.34)
(0.91)
(0.47)
(0.41)
5.55
(0.74)
3.18
3.18
Maximum Drawdown
0.2122
4.7
4.92
1.29
4.67
4.38
0.408
1.29
0.2965
0.8201
Variance
0.0026
0.632
0.6535
0.0787
0.697
0.5505
0.0029
0.0233
0.0024
0.0164
Market Risk Adjusted Performance
0.3748
(0.41)
(0.33)
(0.90)
(0.46)
(0.40)
5.56
(0.73)
3.19
3.19
Risk Adjusted Performance
0.1283
(0.14)
(0.12)
(0.19)
(0.13)
(0.14)
(0.14)
(0.11)
(0.10)
(0.14)
Skewness
0.4403
0.0409
0.2131
(0.33)
0.162
0.4954
0.0082
(5.82)
(0.71)
(0.80)
Semi Deviation
N/A
N/A
N/A
N/A
N/A
N/A
0.0396
N/A
N/A
N/A
Information Ratio
(0.29)
(0.21)
(0.19)
(0.33)
(0.20)
(0.22)
(0.60)
(0.29)
(0.60)
(0.36)
Value At Risk
N/A
(1.32)
(1.27)
(0.64)
(1.49)
(1.22)
(0.10)
(0.18)
(0.1)
(0.20)
Expected Short fall
N/A
N/A
N/A
N/A
N/A
N/A
(0.12)
N/A
N/A
N/A
Downside Deviation
N/A
N/A
N/A
N/A
N/A
N/A
0.1367
N/A
N/A
N/A
Semi Variance
N/A
N/A
N/A
N/A
N/A
N/A
0.0016
N/A
N/A
N/A

Dfa Targeted Competition Performance Charts

Five steps to successful analysis of Dfa Targeted Competition

Dfa Targeted's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Dfa Targeted Credit in relation to its competition. Dfa Targeted's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Dfa Targeted in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Dfa Targeted's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Dfa Targeted Credit, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Dfa Targeted position

In addition to having Dfa Targeted 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.

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Run Cash Cows Thematic Idea Now

Cash Cows
Cash Cows Theme
Entities with stable and reliable earnings or profits, which allows them to pay consistent dividends to their shareholders. The Cash Cows theme has 25 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 Cash Cows Theme or any other thematic opportunities.
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Other Information on Investing in Dfa Mutual Fund

Dfa Targeted 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 Targeted security.
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