Dfa Social Financials
| DSFIX Fund | USD 9.18 0.06 0.66% |
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 Social Fund Summary
Dfa Social competes with Us Government, Alpine Ultra, Access Capital, Ab Municipal, and Franklin Adjustable. The fund seeks to achieve its investment objective through exposure to a broad portfolio of investment grade debt securities of U.S. and non-U.S. corporate and government issuers while excluding securities of corporate and certain non-sovereign government issuers based upon the Portfolios social issue screens. It will invest at least 80 percent of the funds net assets in fixed income securities considered to be investment grade quality. The funds investments may include foreign securities denominated in foreign currencies.Specialization | Intermediate Core Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US25239Y4281 |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 855 576 1167 |
| Currency | USD - US Dollar |
Dfa Social Key Financial Ratios
Dfa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Social's current stock value. Our valuation model uses many indicators to compare Dfa Social value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Social competition to find correlations between indicators driving Dfa Social's intrinsic value. More Info.Dfa Social Fixed is one of the top funds in price to earning among similar funds. It also is one of the top funds in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Dfa Social Fixed is about 27,800 . 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 Social's earnings, one of the primary drivers of an investment's value.Dfa Social Fixed Systematic Risk
Dfa Social's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dfa Social 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 with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Dfa Social Fixed correlated with the market. If Beta is less than 0 Dfa Social generally moves in the opposite direction as compared to the market. If Dfa Social Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dfa Social Fixed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dfa Social is generally in the same direction as the market. If Beta > 1 Dfa Social moves generally in the same direction as, but more than the movement of the benchmark.
Dfa Social February 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dfa Social help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dfa Social Fixed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dfa Social Fixed 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 Social's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3078 | |||
| Information Ratio | 0.0521 | |||
| Maximum Drawdown | 1.66 | |||
| Value At Risk | (0.45) | |||
| Potential Upside | 0.6579 |
Other Information on Investing in Dfa Mutual Fund
Dfa Social 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 Social security.
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