Dfa Global Social Fund Quote
| DGBEX Fund | USD 14.59 0.04 0.27% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Dfa Global is trading at 14.59 as of the 1st of January 2025; that is 0.27 percent down since the beginning of the trading day. The fund's open price was 14.63. Dfa Global 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 8th of December 2023 and ending today, the 1st of January 2025. Click here to learn more.
The fund is a fund of funds, which means that the Portfolio generally allocates its assets among other mutual funds managed by the Advisor, although it also has the ability to invest directly in securities and derivatives. As a non-fundamental policy, under normal circumstances, at least 80 percent of the funds net assets will be invested directly, or indirectly through its investment in the underlying funds, in equity securities.. More on Dfa Global Social
Dfa Mutual Fund Highlights
| Update Date | 31st of December 2024 |
Dfa Global Social [DGBEX] is traded in USA and was established 1st of January 2025. Dfa Global is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 47.71 M in assets under management (AUM) with no minimum investment requirementsDfa Global Social is currently producing year-to-date (YTD) return of 16.91% with the current yeild of 0.02%, while the total return for the last 3 years was 5.56%.
Check Dfa Global 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 Global Social 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 Global Social Mutual Fund Constituents
| DFESX | Dfa Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| DFUEX | Dfa Social Core | Mutual Fund | Large Blend | |
| DSCLX | Dfa International Social | Mutual Fund | Foreign Large Blend |
Dfa Global Social Risk Profiles
| Mean Deviation | 0.5487 | |||
| Standard Deviation | 0.7366 | |||
| Variance | 0.5426 | |||
| Risk Adjusted Performance | (0.04) |
Dfa Global Against Markets
Other Information on Investing in Dfa Mutual Fund
Dfa Global 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 Global security.
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