Dfa International is trading at 21.12 as of the 21st of November 2024; that is 0.42 percent down since the beginning of the trading day. The fund's open price was 21.21. Dfa International has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Dfa International Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of December 2022 and ending today, the 21st of November 2024. Click here to learn more.
The Portfolio is a feeder portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the DFA International Value Series of the DFA Investment Trust Company , which has the same investment objective and policies as the portfolio. More on Dfa International Value
Dfa International Value [DFIVX] is traded in USA and was established 21st of November 2024. Dfa International is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 10.18 B in assets under management (AUM) with no minimum investment requirementsDfa International Value is currently producing year-to-date (YTD) return of 9.19% with the current yeild of 0.04%, while the total return for the last 3 years was 7.26%.
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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 Dfa 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 Dfa 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 Dfa International Value 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 Dfa International Value Mutual Fund Constituents
Dfa International 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 International security.