Dfa Oregon Financials
| DOGMX Fund | USD 9.79 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 Oregon Fund Summary
Dfa Oregon competes with Barings Us, Metropolitan West, Intal High, Prudential High, and John Hancock. 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. Dfa Oregon is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Muni Single State Short |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
Dfa Financial Ratios Relationships
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. You can analyze the relationship between different fundamental ratios across Dfa Oregon competition to find correlations between indicators driving Dfa Oregon's intrinsic value. More Info.Dfa Oregon Municipal is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1,131 of Year To Date Return 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 Oregon's earnings, one of the primary drivers of an investment's value.Dfa Oregon Municipal Systematic Risk
Dfa Oregon's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dfa Oregon 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.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Dfa Oregon Municipal correlated with the market. If Beta is less than 0 Dfa Oregon generally moves in the opposite direction as compared to the market. If Dfa Oregon Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dfa Oregon Municipal is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dfa Oregon is generally in the same direction as the market. If Beta > 1 Dfa Oregon moves generally in the same direction as, but more than the movement of the benchmark.
Dfa Oregon March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dfa Oregon help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dfa Oregon Municipal. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dfa Oregon Municipal 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 Oregon's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1445 | |||
| Information Ratio | 0.7544 | |||
| Maximum Drawdown | 0.4094 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.2037 |
Other Information on Investing in Dfa Mutual Fund
Dfa Oregon 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 Oregon security.
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