Us Small is trading at 47.51 as of the 16th of May 2025; that is 0.81 percent up since the beginning of the trading day. The fund's open price was 47.13. Us Small has about a 21 % 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. The performance scores are derived for the period starting the 16th of April 2025 and ending today, the 16th of May 2025. Click here to learn more.
The fund, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies. A companys market capitalization is the number of its shares outstanding times its price per share. More on Us Small Cap
Us Small Cap [DFSTX] is traded in USA and was established 16th of May 2025. Us Small is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 19.17 B in assets under management (AUM) with no minimum investment requirementsUs Small Cap is currently producing year-to-date (YTD) return of 2.55% with the current yeild of 0.01%, while the total return for the last 3 years was 7.78%.
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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 DFSTX 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 DFSTX 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 Small Cap 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.
Other Information on Investing in DFSTX Mutual Fund
Us Small financial ratios help investors to determine whether DFSTX 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 DFSTX with respect to the benefits of owning Us Small security.