Dfa Intl Sustainability Fund Quote
| DFSPX Fund | USD 13.00 0.12 0.91% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Dfa Intl is trading at 13.00 as of the 13th of December 2024; that is 0.91% down since the beginning of the trading day. The fund's open price was 13.12. Dfa Intl 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 19th of December 2023 and ending today, the 13th of December 2024. Click here to learn more.
The Advisor intends to purchase securities of companies associated with developed market countries that the Advisor has designated as approved markets. As a non-fundamental policy, under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities. More on Dfa Intl Sustainability
Moving together with Dfa Mutual Fund
| 0.99 | DIHRX | Intal High Relative | PairCorr |
| 0.99 | DILRX | Dfa International | PairCorr |
| 0.89 | DIPSX | Dfa Inflation Protected | PairCorr |
| 0.89 | DISVX | Dfa International Small | PairCorr |
| 0.99 | DISMX | Dfa International | PairCorr |
Moving against Dfa Mutual Fund
Dfa Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of December 2024 |
Dfa Intl Sustainability [DFSPX] is traded in USA and was established 13th of December 2024. Dfa Intl is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 997.01 M in assets under management (AUM) with no minimum investment requirementsDfa Intl Sustainability is currently producing year-to-date (YTD) return of 9.78% with the current yeild of 0.03%, while the total return for the last 3 years was 3.43%.
Check Dfa Intl 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 Intl Sustainability 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 Intl Sustainability Mutual Fund Constituents
| AIR | AAR Corp | Stock | Industrials | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| NONOF | Novo Nordisk AS | Pink Sheet | Biotechnology | |
| NVO | Novo Nordisk AS | Stock | Health Care | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| ROG | Rogers | Stock | Information Technology | |
| TOYOF | Toyota Motor Corp | Pink Sheet | Auto Manufacturers |
Dfa Intl Sustainability Risk Profiles
| Mean Deviation | 0.6017 | |||
| Standard Deviation | 0.7702 | |||
| Variance | 0.5933 | |||
| Risk Adjusted Performance | (0.01) |
Dfa Intl Against Markets
Other Information on Investing in Dfa Mutual Fund
Dfa Intl 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 Intl security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |