International Small Pany Fund Quote
| DFISX Fund | USD 19.40 0.09 0.46% |
Performance6 of 100
| Odds Of DistressLess than 20
|
International Small is trading at 19.40 as of the 16th of April 2024; that is -0.46 percent decrease since the beginning of the trading day. The fund's open price was 19.49. International Small has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for International Small Pany are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
As a non-fundamental policy, under normal circumstances, the International Small Company Portfolio, through its investments in the underlying funds, will invest at least 80 percent of its net assets in securities of small companies. The Portfolio and each underlying fund may invest in affiliated and unaffiliated registered and unregistered money market funds to manage its cash pending investment in other securities or to maintain liquidity for the payment of redemptions or other purposes.. More on International Small Pany
Moving together with International Mutual Fund
| 0.91 | DIHRX | Intal High Relative | PairCorr |
| 0.85 | DILRX | Dfa International | PairCorr |
| 0.95 | DISVX | Dfa International Small | PairCorr |
| 0.92 | DISMX | Dfa International | PairCorr |
| 0.86 | DMREX | Dfa Municipal Real | PairCorr |
International 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. International Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding International Small 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, Foreign Small/Mid Blend Funds, Foreign Small/Mid Blend, Dimensional Fund Advisors (View all Sectors) |
| Update Date | 31st of March 2024 |
International Small Pany [DFISX] is traded in USA and was established 16th of April 2024. International Small is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 13.95 B in assets under management (AUM) with no minimum investment requirementsInternational Small Pany is currently producing year-to-date (YTD) return of 1.03% with the current yeild of 0.03%, while the total return for the last 3 years was 0.2%.
Check International Small 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 International 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 International 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 International Small Pany 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 International Small Pany Mutual Fund Constituents
| WDGJF | John Wood Group | Pink Sheet | Oil & Gas Integrated |
| OUTFF | Outokumpu Oyj | Pink Sheet | Steel |
| UBSFF | Ubisoft Entertainment | Pink Sheet | Electronic Gaming & Multimedia |
| LEG | Leggett Platt Incorporated | Stock | Consumer Discretionary |
| HLMAF | Halma plc | Pink Sheet | Conglomerates |
| GTO | Invesco Total Return | Etf | Intermediate Core-Plus Bond |
| EDEN | iShares MSCI Denmark | Etf | Miscellaneous Region |
International Small Target Price Odds Analysis
Based on a normal probability distribution, the odds of International Small jumping above the current price in 90 days from now is about 39.01%. The International Small Pany probability density function shows the probability of International Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon International Small has a beta of 0.9365 suggesting International Small Pany market returns are sensitive to returns on the market. As the market goes up or down, International Small is expected to follow. Additionally, international Small Pany has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of International Small to move above the current price in 90 days from now is about 39.01 (This International Small Pany probability density function shows the probability of International Mutual Fund to fall within a particular range of prices over 90 days) .
International Small Top Holders
| SAISX | Sa International Small | Mutual Fund | Foreign Small/Mid Blend |
International Small Pany Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. International Small market risk premium is the additional return an investor will receive from holding International Small 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 International Small. 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 International Small's alpha and beta are two of the key measurements used to evaluate International Small's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5199 | |||
| Semi Deviation | 0.6921 | |||
| Standard Deviation | 0.6882 | |||
| Variance | 0.4736 |
International Small Against Markets
Picking the right benchmark for International Small 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 International Small 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 International Small is critical whether you are bullish or bearish towards International Small Pany at a given time. Please also check how International Small'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 International Small 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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Risk-Return AnalysisView associations between returns expected from investment and the risk you assume |
| All Next | Launch Module |
How to buy International Mutual Fund?
Before investing in International Small, 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 International Small. To buy International Small fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of International Small. 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 International Small fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located International Small Pany 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 International Small Pany 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 International Small Pany, 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 International Small Pany?
The danger of trading International Small Pany 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 International Small 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 International Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile International Small Pany 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 International Small Pany. 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 state. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.