Dfa Investment Financials
DFABX Fund | USD 9.97 0.01 0.10% |
Dfa |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dfa Investment Fund Summary
Dfa Investment competes with Vanguard Limited-term, Vanguard Limited, Vanguard Short, Diversified Municipal, and Diversified Municipal. The fund seeks its investment objective by investing primarily in a universe of investment grade municipal securities, the interest on which is exempt from regular federal income tax. At least 75 percent of the assets of the Portfolio will be invested in municipal securities that, at the time of purchase, are rated in the top three credit- rating categories.Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Mutual Fund Family | Dimensional Fund Advisors |
Mutual Fund Category | Muni National Short |
Benchmark | Dow Jones Industrial |
Currency | USD - US Dollar |
Dfa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Investment's current stock value. Our valuation model uses many indicators to compare Dfa Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Investment competition to find correlations between indicators driving Dfa Investment's intrinsic value. More Info.Dfa Investment Dimensions is rated # 2 fund in year to date return among similar funds. It also is rated # 2 fund in one year return among similar funds reporting about 1.00 of One Year Return per Year To Date 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 Investment's earnings, one of the primary drivers of an investment's value.Dfa Investment Dimensions Systematic Risk
Dfa Investment's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dfa Investment volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Dfa Investment Dimensions correlated with the market. If Beta is less than 0 Dfa Investment generally moves in the opposite direction as compared to the market. If Dfa Investment Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dfa Investment Dimensions is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dfa Investment is generally in the same direction as the market. If Beta > 1 Dfa Investment moves generally in the same direction as, but more than the movement of the benchmark.
Dfa Investment January 3, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dfa Investment help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dfa Investment Dimensions. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dfa Investment Dimensions based on widely used predictive technical indicators. In general, we focus on analyzing Dfa Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dfa Investment's daily price indicators and compare them against related drivers.
Information Ratio | (0.06) | |||
Maximum Drawdown | 0.2019 | |||
Potential Upside | 0.1008 |
Other Information on Investing in Dfa Mutual Fund
Dfa Investment 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 Investment security.
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