Us E Equity Fund Quote
DFEOX Fund | USD 39.72 0.09 0.23% |
Performance18 of 100
| Odds Of DistressLess than 32
|
Us E is trading at 39.72 as of the 29th of March 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 39.63. Us E has about a 32 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Us E Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of April 2023 and ending today, the 29th of March 2024. Click here to learn more.
The fund purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. More on Us E Equity
Moving together with DFEOX Mutual Fund
0.98 | STFGX | State Farm Growth | PairCorr |
0.96 | DIHRX | Intal High Relative | PairCorr |
0.99 | DREIX | World Core Equity | PairCorr |
0.96 | DILRX | Dfa - International | PairCorr |
1.0 | DRIIX | Dimensional 2045 Target | PairCorr |
0.92 | DRIGX | Dimensional 2035 Target | PairCorr |
0.86 | DRIBX | Dimensional 2010 Target | PairCorr |
Moving against DFEOX Mutual Fund
0.52 | DRXIX | Dfa Ltip Portfolio | PairCorr |
DFEOX Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Us E's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Us E or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Dimensional Fund Advisors Funds, Large Blend Funds, Large Blend, Dimensional Fund Advisors, Large Blend, Large Blend (View all Sectors) |
Update Date | 31st of March 2024 |
Us E Equity [DFEOX] is traded in USA and was established 29th of March 2024. Us E 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 25.49 B in assets under management (AUM) with no minimum investment requirementsUs E Equity is currently producing year-to-date (YTD) return of 9.32% with the current yeild of 0.01%, while the total return for the last 3 years was 10.69%.
Check Us E 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 DFEOX 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 DFEOX 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 E Equity 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 E Equity Mutual Fund Constituents
BAC | Bank Of America | Stock | Financials |
AMZN | Amazon Inc | Stock | Consumer Discretionary |
VZ | Verizon Communications | Stock | Communication Services |
V | Visa Class A | Stock | Financials |
T | ATT Inc | Stock | Communication Services |
PG | Procter Gamble | Stock | Consumer Staples |
MSFT | Microsoft | Stock | Information Technology |
Us E Target Price Odds Analysis
Based on a normal probability distribution, the odds of Us E jumping above the current price in 90 days from now is under 4%. The Us E Equity probability density function shows the probability of Us E mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1023 suggesting Us E Equity market returns are sensitive to returns on the market. As the market goes up or down, Us E is expected to follow. Additionally, us E Equity has an alpha of 0.0045, implying that it can generate a 0.004527 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Us E to move above the current price in 90 days from now is under 4 (This Us E Equity probability density function shows the probability of DFEOX Mutual Fund to fall within a particular range of prices over 90 days) .
Us E Top Holders
DRIKX | Dimensional 2055 Target | Mutual Fund | Target-Date 2055 |
DRILX | Dimensional 2060 Target | Mutual Fund | Target-Date 2060+ |
TDIFX | Dimensional Retirement Income | Mutual Fund | Target-Date Retirement |
DRIIX | Dimensional 2045 Target | Mutual Fund | Target-Date 2045 |
DRIJX | Dimensional 2050 Target | Mutual Fund | Target-Date 2050 |
DGTSX | Global Allocation 2575 | Mutual Fund | Allocation--15% to 30% Equity |
DREIX | World Core Equity | Mutual Fund | World Large-Stock Blend |
Us E Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Us E market risk premium is the additional return an investor will receive from holding Us E long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Us E. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Us E's alpha and beta are two of the key measurements used to evaluate Us E's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.5343 | |||
Semi Deviation | 0.426 | |||
Standard Deviation | 0.6777 | |||
Variance | 0.4593 |
Us E Against Markets
Picking the right benchmark for Us E mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Us E mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Us E is critical whether you are bullish or bearish towards Us E Equity at a given time. Please also check how Us E's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Us E without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy DFEOX Mutual Fund?
Before investing in Us E, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Us E. To buy Us E fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Us E. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Us E fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Us E Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Us E Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Us E Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Us E Equity?
The danger of trading Us E Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Us E is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Us E. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Us E Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Us E Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Complementary Tools for DFEOX Mutual Fund analysis
When running Us E's price analysis, check to measure Us E's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Us E is operating at the current time. Most of Us E's value examination focuses on studying past and present price action to predict the probability of Us E's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Us E's price. Additionally, you may evaluate how the addition of Us E to your portfolios can decrease your overall portfolio volatility.
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