Dfa Real Estate Fund Buy Hold or Sell Recommendation

DFREX Fund  USD 41.23  0.64  1.58%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Dfa Real Estate is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Dfa Real Estate given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Dfa Real Estate, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Dfa Real Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Dfa and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Dfa Real Estate. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in income.

Execute Dfa Real Buy or Sell Advice

The Dfa recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Dfa Real Estate. Macroaxis does not own or have any residual interests in Dfa Real Estate or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Dfa Real's advice using the current market data and latest reported fundamentals.

Time Horizon

3  Months

Risk Tolerance

I am an educated risk taker
Execute Advice
Sell Dfa RealBuy Dfa Real
JavaScript chart by amCharts 3.21.15
Strong Hold

Market Performance

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Dfa Real Estate has a Risk Adjusted Performance of (0.05), Jensen Alpha of (0.01), Total Risk Alpha of 0.0648 and Treynor Ratio of (0.13)
Dfa Real advice module can be used to check and cross-verify current investment recommendation provided by analysts reviewing the fund's potential to grow using all of fundamental, technical, data market data available at the time. Use Dfa Real Estate price to earning, year to date return, as well as the relationship between the Year To Date Return and last dividend paid to ensure your buy or sell decision on Dfa Real Estate is adequate.

Dfa Real Trading Alerts and Improvement Suggestions

Dfa Real Estate generated a negative expected return over the last 90 days
The fund generated three year return of 0.0%
Dfa Real Estate retains 99.17% of its assets under management (AUM) in equities

Dfa Real Returns Distribution Density

The distribution of Dfa Real's historical returns is an attempt to chart the uncertainty of Dfa Real's future price movements. The chart of the probability distribution of Dfa Real daily returns describes the distribution of returns around its average expected value. We use Dfa Real Estate price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Dfa Real returns is essential to provide solid investment advice for Dfa Real.
Mean Return
-0.07
Value At Risk
-1.87
Potential Upside
1.65
Standard Deviation
1.14
   Return Density   
JavaScript chart by amCharts 3.21.15-4.57-3.42-2.26-1.16-0.05791.072.153.284.415.54VARUpside 0.050.100.150.200.250.30
JavaScript chart by amCharts 3.21.15GOOGLE
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Dfa Real historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Dfa Real Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Dfa Real or Dimensional Fund Advisors sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Dfa Real's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Dfa fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.01
β
Beta against Dow Jones0.63
σ
Overall volatility
1.20
Ir
Information ratio 0.03

Dfa Real Volatility Alert

Dfa Real Estate exhibits very low volatility with skewness of -0.67 and kurtosis of 0.98. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Dfa Real's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Dfa Real's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Dfa Real Fundamentals Vs Peers

Comparing Dfa Real's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Dfa Real's direct or indirect competition across all of the common fundamentals between Dfa Real and the related equities. This way, we can detect undervalued stocks with similar characteristics as Dfa Real or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Dfa Real's fundamental indicators could also be used in its relative valuation, which is a method of valuing Dfa Real by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Dfa Real to competition
FundamentalsDfa RealPeer Average
Price To Earning26.71 X6.53 X
Price To Book2.31 X0.74 X
Price To Sales6.51 X0.61 X
Annual Yield0.03 %0.29 %
Year To Date Return0.92 %0.39 %
One Year Return10.03 %4.15 %
Three Year Return(0.14) %3.60 %
Five Year Return6.46 %3.24 %
Ten Year Return9.41 %1.79 %
Net Asset8.98 B4.11 B
Last Dividend Paid0.130.65
Cash Position Weight0.83 %10.61 %
Equity Positions Weight99.17 %63.90 %

Dfa Real Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Dfa . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Dfa Real Buy or Sell Advice

When is the right time to buy or sell Dfa Real Estate? Buying financial instruments such as Dfa Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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Other Information on Investing in Dfa Mutual Fund

Dfa Real 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 Real security.
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