Dfa One Year Fixed Fund Quote
| DFIHX Fund | USD 10.27 0.01 0.1% |
Performance38 of 100
| Odds Of DistressLess than 17
|
Dfa One-year is trading at 10.27 as of the 20th of April 2024; that is 0.1 percent increase since the beginning of the trading day. The fund's open price was 10.26. Dfa One-year has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. Equity ratings for Dfa One Year Fixed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of March 2024 and ending today, the 20th of April 2024. Click here to learn more.
The fund invests in a universe of high quality fixed income securities that mature in one year or less from the date of settlement. It invests in certificates of deposit, commercial paper, bankers acceptances, notes and bonds. It is authorized to invest more than 25 percent of its total assets in U.S. More on Dfa One Year Fixed
Moving together with Dfa Mutual Fund
| 0.71 | DIHRX | Intal High Relative | PairCorr |
| 0.88 | DISVX | Dfa International Small | PairCorr |
| 0.94 | DMREX | Dfa Municipal Real | PairCorr |
Moving against Dfa Mutual Fund
| 0.56 | DRXIX | Dfa Ltip Portfolio | PairCorr |
Dfa 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. Dfa One-year's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dfa One-year 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 Funds, Ultrashort Bond Funds, Ultrashort Bond, Dimensional Fund Advisors, Large, Ultrashort Bond (View all Sectors) |
| Update Date | 31st of March 2024 |
| Name | DFA One-Year Fixed Income Portfolio Institutional Class |
Dfa One Year Fixed [DFIHX] is traded in USA and was established 20th of April 2024. Dfa One-year is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Ultrashort Bond category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 7.83 B in assets under management (AUM) with no minimum investment requirementsDfa One Year is currently producing year-to-date (YTD) return of 1.63% with the current yeild of 0.0%, while the total return for the last 3 years was 1.71%.
Check Dfa One-year Probability Of Bankruptcy
Instrument Allocation
Dfa One-year Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dfa One-year jumping above the current price in 90 days from now is about 5.95%. The Dfa One Year Fixed probability density function shows the probability of Dfa One-year mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dfa One-year has a beta of 0.0056 suggesting as returns on the market go up, Dfa One-year average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dfa One Year Fixed will be expected to be much smaller as well. Additionally, dfa One Year Fixed has an alpha of 0.0119, implying that it can generate a 0.0119 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Dfa One-year to move above the current price in 90 days from now is about 5.95 (This Dfa One Year Fixed probability density function shows the probability of Dfa Mutual Fund to fall within a particular range of prices over 90 days) .
Dfa One-year Top Holders
| TDIFX | Dimensional Retirement Income | Mutual Fund | Target-Date Retirement |
| DRIBX | Dimensional 2010 Target | Mutual Fund | Target-Date 2000-2010 |
| FMFIX | Free Market Fixed | Mutual Fund | Short-Term Bond |
| SPUBX | Symmetry Panoramic Fixed | Mutual Fund | Intermediate Core Bond |
Dfa One Year Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dfa One-year market risk premium is the additional return an investor will receive from holding Dfa One-year 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 Dfa One-year. 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 Dfa One-year's alpha and beta are two of the key measurements used to evaluate Dfa One-year's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.0368 | |||
| Standard Deviation | 0.0448 | |||
| Variance | 0.002 | |||
| Risk Adjusted Performance | 0.1779 |
Dfa One-year Against Markets
Picking the right benchmark for Dfa One-year 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 Dfa One-year 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 Dfa One-year is critical whether you are bullish or bearish towards Dfa One Year Fixed at a given time. Please also check how Dfa One-year'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 Dfa One-year 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 Dfa Mutual Fund?
Before investing in Dfa One-year, 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 Dfa One-year. To buy Dfa One-year fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dfa One-year. 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 Dfa One-year fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dfa One Year Fixed 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 Dfa One Year Fixed 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 Dfa One Year Fixed, 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 Dfa One Year Fixed?
The danger of trading Dfa One Year Fixed 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 Dfa One-year 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 Dfa One-year. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dfa One Year 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 Dfa One Year Fixed. 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 rate. Note that the Dfa One Year information on this page should be used as a complementary analysis to other Dfa One-year's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.