Us Micro Cap Fund Quote
| DFSCX Fund | USD 28.24 0.01 0.04% |
PerformanceVery Weak
| Odds Of DistressLow
|
Us Micro is trading at 28.24 as of the 26th of February 2025; that is 0.04 percent up since the beginning of the trading day. The fund's open price was 28.23. Us Micro has about a 22 % 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund, using a market capitalization weighted approach, purchases a broad and diverse group of the securities of U.S. micro cap companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the fund.. More on Us Micro Cap
Moving against DFSCX Mutual Fund
DFSCX Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Small Blend Funds, Small Blend, Dimensional Fund Advisors, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Us Micro Cap [DFSCX] is traded in USA and was established 26th of February 2025. Us Micro is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 7.23 B in assets under management (AUM) with no minimum investment requirementsUs Micro Cap is currently producing year-to-date (YTD) return of 1.62% with the current yeild of 0.01%, while the total return for the last 3 years was 6.32%.
Check Us Micro 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 DFSCX 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 DFSCX 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 Us Micro Cap 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 Us Micro Cap Mutual Fund Constituents
| KLIC | Kulicke and Soffa | Stock | Information Technology | |
| LZB | La Z Boy Incorporated | Stock | Consumer Discretionary | |
| ATKR | Atkore International Group | Stock | Industrials | |
| WD | Walker Dunlop | Stock | Financials | |
| KWR | Quaker Chemical | Stock | Materials | |
| NSIT | Insight Enterprises | Stock | Information Technology | |
| SAIA | Saia Inc | Stock | Industrials | |
| NSP | Insperity | Stock | Industrials |
Us Micro Top Holders
| FMUEX | Free Market Equity | Mutual Fund | Mid-Cap Value | |
| SAMKX | Sa Mkt Fd | Mutual Fund | Large Blend |
Us Micro Cap Risk Profiles
| Mean Deviation | 0.7863 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 | |||
| Risk Adjusted Performance | (0.06) |
Us Micro Against Markets
Other Information on Investing in DFSCX Mutual Fund
Us Micro financial ratios help investors to determine whether DFSCX 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 DFSCX with respect to the benefits of owning Us Micro security.
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