Us Large Pany Fund Quote
| DFUSX Fund | USD 37.48 0.79 2.15% |
PerformanceVery Weak
| Odds Of DistressLow
|
Us Large is trading at 37.48 as of the 18th of March 2025; that is 2.15% increase since the beginning of the trading day. The fund's open price was 36.69. Us Large has about a 21 % 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 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund generally invests in the stocks that comprise the SP 500 Index in approximately the proportions they are represented in the SP 500 Index. Under normal market conditions, at least 95 percent of the funds net assets will be invested in the stocks that comprise the SP 500 Index. More on Us Large Pany
Moving against DFUSX Mutual Fund
DFUSX Mutual Fund Highlights
| Thematic Idea | Large Blend Funds (View all Themes) |
| Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Large Blend Funds, Large Blend, Dimensional Fund Advisors, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Us Large Pany [DFUSX] is traded in USA and was established 18th of March 2025. Us Large is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Large Blend Funds. This fund currently has accumulated 9.11 B in assets under management (AUM) with no minimum investment requirementsUs Large Pany is currently producing year-to-date (YTD) return of 1.44% with the current yeild of 0.01%, while the total return for the last 3 years was 12.2%.
Check Us Large 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 DFUSX 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 DFUSX 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 Large Pany 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 Large Pany Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Us Large Top Holders
| DRIKX | Dimensional 2055 Target | Mutual Fund | Target-Date 2055 | |
| DRILX | Dimensional 2060 Target | Mutual Fund | Target-Date 2060+ | |
| DRIIX | Dimensional 2045 Target | Mutual Fund | Target-Date 2045 | |
| DRIJX | Dimensional 2050 Target | Mutual Fund | Target-Date 2050 | |
| TDIFX | Dimensional Retirement Income | Mutual Fund | Target-Date Retirement | |
| FMUEX | Free Market Equity | Mutual Fund | Mid-Cap Value | |
| DRIGX | Dimensional 2035 Target | Mutual Fund | Target-Date 2035 | |
| DRIRX | Dimensional 2020 Target | Mutual Fund | Target-Date 2020 |
Us Large Pany Risk Profiles
| Mean Deviation | 0.7929 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.03 | |||
| Risk Adjusted Performance | (0.09) |
Us Large Against Markets
Other Information on Investing in DFUSX Mutual Fund
Us Large financial ratios help investors to determine whether DFUSX 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 DFUSX with respect to the benefits of owning Us Large security.
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