Dfa International Value Fund Quote

DFVIX Fund  USD 18.43  0.07  0.38%   

Performance

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Odds Of Distress

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Dfa International is trading at 18.43 as of the 12th of December 2024; that is 0.38 percent increase since the beginning of the trading day. The fund's open price was 18.36. Dfa International 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 13th of September 2024 and ending today, the 12th of December 2024. Click here to learn more.
The International Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the DFA International Value Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. More on Dfa International Value

Moving together with Dfa Mutual Fund

  0.94DIHRX Intal High RelativePairCorr
  0.92DILRX Dfa InternationalPairCorr
  0.79DIPSX Dfa Inflation ProtectedPairCorr
  0.97DISVX Dfa International SmallPairCorr
  0.96DISMX Dfa InternationalPairCorr

Moving against Dfa Mutual Fund

  0.58DNYMX Dfa Ny MunicipalPairCorr

Dfa Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Dimensional Fund Advisors, Large Value, Foreign Large Value (View all Sectors)
Update Date31st of December 2024
Dfa International Value [DFVIX] is traded in USA and was established 12th of December 2024. Dfa International is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 2.6 B in assets under management (AUM) with no minimum investment requirementsDfa International Value is currently producing year-to-date (YTD) return of 10.45% with the current yeild of 0.04%, while the total return for the last 3 years was 8.69%.
Check Dfa International 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 International Value 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 International Value Mutual Fund Constituents

NOVNNovan IncStockHealth Care
NVSEFNovartis AGPink SheetDrug Manufacturers—General
STLAStellantis NVStockConsumer Discretionary
TOYOFToyota Motor CorpPink SheetAuto Manufacturers
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Dfa International Top Holders

FMNEXFree Market InternationalMutual FundForeign Small/Mid Value
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Dfa International Value Risk Profiles

Dfa International Against Markets

Other Information on Investing in Dfa Mutual Fund

Dfa International 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 International security.
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