Us Large Pany Fund Quote
| DFUSX Fund | USD 33.25 0.08 0.24% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Us Large is trading at 33.25 as of the 19th of April 2024; that is -0.24% down since the beginning of the trading day. The fund's open price was 33.33. Us Large 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 Us Large Pany are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund generally invests in the stocks that comprise the SP 500 Index in approximately the proportions they are represented in the SP 500 Index. Under normal market conditions, at least 95 percent of the funds net assets will be invested in the stocks that comprise the SP 500 Index. More on Us Large Pany
Moving together with DFUSX Mutual Fund
| 0.96 | DIHRX | Intal High Relative | PairCorr |
| 0.91 | DILRX | Dfa International | PairCorr |
| 0.88 | DISVX | Dfa International Small | PairCorr |
| 0.89 | DISMX | Dfa International | PairCorr |
| 0.83 | DMREX | Dfa Municipal Real | PairCorr |
DFUSX 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 Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Us Large 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 Growth Funds, Large Blend Funds, Large Blend, Dimensional Fund Advisors, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
Us Large Pany [DFUSX] is traded in USA and was established 19th of April 2024. Us Large 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 9.11 B in assets under management (AUM) with no minimum investment requirementsUs Large Pany is currently producing year-to-date (YTD) return of 7.84% with the current yeild of 0.01%, while the total return for the last 3 years was 9.08%.
Check Us Large 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 DFUSX 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 DFUSX 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 Large 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 Us Large Pany Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
| FB | Meta Platforms | Stock | Internet Content & Information |
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
| JNJ | Johnson Johnson | Stock | Health Care |
| JPM | JPMorgan Chase Co | Stock | Financials |
Us Large Target Price Odds Analysis
Based on a normal probability distribution, the odds of Us Large jumping above the current price in 90 days from now is about 61.54%. The Us Large Pany probability density function shows the probability of Us Large 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 1.0185 suggesting Us Large Pany market returns are sensitive to returns on the market. As the market goes up or down, Us Large is expected to follow. Additionally, us Large Pany has an alpha of 0.014, implying that it can generate a 0.014 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Us Large to move above the current price in 90 days from now is about 61.54 (This Us Large Pany probability density function shows the probability of DFUSX Mutual Fund to fall within a particular range of prices over 90 days) .
Us Large Top Holders
| DRIKX | Dimensional 2055 Target | Mutual Fund | Target-Date 2055 |
| DRILX | Dimensional 2060 Target | Mutual Fund | Target-Date 2060+ |
| DRIIX | Dimensional 2045 Target | Mutual Fund | Target-Date 2045 |
| DRIJX | Dimensional 2050 Target | Mutual Fund | Target-Date 2050 |
| TDIFX | Dimensional Retirement Income | Mutual Fund | Target-Date Retirement |
| FMUEX | Free Market Equity | Mutual Fund | Mid-Cap Value |
| DRIGX | Dimensional 2035 Target | Mutual Fund | Target-Date 2035 |
Us Large Pany Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Us Large market risk premium is the additional return an investor will receive from holding Us Large 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 Large. 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 Large's alpha and beta are two of the key measurements used to evaluate Us Large's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.574 | |||
| Semi Deviation | 0.6004 | |||
| Standard Deviation | 0.7347 | |||
| Variance | 0.5397 |
Us Large Against Markets
Picking the right benchmark for Us Large 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 Large 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 Large is critical whether you are bullish or bearish towards Us Large Pany at a given time. Please also check how Us Large'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 Large 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?
Run Bollinger Bands Now
Bollinger BandsUse Bollinger Bands indicator to analyze target price for a given investing horizon |
| All Next | Launch Module |
How to buy DFUSX Mutual Fund?
Before investing in Us Large, 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 Large. To buy Us Large fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Us Large. 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 Large fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Us Large 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 Us Large 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 Us Large 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 Us Large Pany?
The danger of trading Us Large 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 Us Large 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 Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Us Large 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 Us Large 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.