Us Lg Cap Fund Quote

DUSQX Fund  USD 31.15  0.67  2.20%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Us Lg is trading at 31.15 as of the 16th of March 2025; that is 2.20 percent up since the beginning of the trading day. The fund's open price was 30.48. Us Lg 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 16th of December 2024 and ending today, the 16th of March 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.. More on Us Lg Cap

DUSQX Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Blend Funds, Large Blend, Dimensional Fund Advisors, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2025
Us Lg Cap [DUSQX] is traded in USA and was established 16th of March 2025. Us Lg 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. This fund currently has accumulated 1.56 B in assets under management (AUM) with no minimum investment requirementsUs Lg Cap is currently producing year-to-date (YTD) return of 1.73% with the current yeild of 0.01%, while the total return for the last 3 years was 11.88%.
Check Us Lg 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 DUSQX 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 DUSQX 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 Lg 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 Lg Cap Mutual Fund Constituents

WFCWells FargoStockFinancials
DISWalt DisneyStockCommunication Services
TATT IncStockCommunication Services
AMZNAmazon IncStockConsumer Discretionary
VZVerizon CommunicationsStockCommunication Services
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TSLATesla IncStockConsumer Discretionary
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Us Lg Top Holders

SPUSXSymmetry Panoramic EquityMutual FundLarge Blend
SPGEXSymmetry Panoramic GlobalMutual FundWorld Large-Stock Blend
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Us Lg Cap Risk Profiles

Us Lg Against Markets

Other Information on Investing in DUSQX Mutual Fund

Us Lg financial ratios help investors to determine whether DUSQX 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 DUSQX with respect to the benefits of owning Us Lg security.
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