Dfa Sustainability Targeted Fund Quote
| DAABX Fund | USD 18.46 0.13 0.70% |
PerformanceVery Weak
| Odds Of DistressLow
|
Dfa Us is trading at 18.46 as of the 24th of March 2025; that is 0.7 percent down since the beginning of the trading day. The fund's open price was 18.59. Dfa Us has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund will purchase a broad and diverse group of the readily marketable securities of U.S. small and mid-cap companies that the Advisor determines to be value stocks with higher profitability, while adjusting the composition of the Portfolio based on sustainability impact considerations A companys market capitalization is the number of its shares outstanding times its price per share. More on Dfa Sustainability Targeted
Moving against Dfa Mutual Fund
Dfa Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Small Value Funds, Small Value, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of March 2025 |
Dfa Sustainability Targeted [DAABX] is traded in USA and was established 24th of March 2025. Dfa Us is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Value category and is part of Dimensional Fund Advisors family. Dfa Sustainability currently has accumulated 412.57 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.01%.
Check Dfa Us Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dfa Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dfa Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dfa Sustainability Targeted Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dfa Sustainability Targeted Mutual Fund Constituents
| ARW | Arrow Electronics | Stock | Information Technology | |
| FHN | First Horizon National | Stock | Financials | |
| LEA | Lear Corporation | Stock | Consumer Discretionary | |
| NWL | Newell Brands | Stock | Consumer Discretionary | |
| RS | Reliance Steel Aluminum | Stock | Materials | |
| STLD | Steel Dynamics | Stock | Materials | |
| TAP | Molson Coors Brewing | Stock | Consumer Staples |
Dfa Sustainability Risk Profiles
| Mean Deviation | 0.8706 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.29 | |||
| Risk Adjusted Performance | (0.13) |
Dfa Us Against Markets
Other Information on Investing in Dfa Mutual Fund
Dfa Us 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 Us security.
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