United Kingdom Small Fund Quote
| DFUKX Fund | USD 28.70 0.02 0.07% |
Performance8 of 100
| Odds Of DistressLess than 19
|
United Kingdom is trading at 28.70 as of the 20th of September 2024; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 28.72. United Kingdom has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for United Kingdom Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of August 2024 and ending today, the 20th of September 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 United Kingdom Small Company Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. More on United Kingdom Small
Moving together with United Mutual Fund
United Mutual Fund Highlights
| Fund Concentration | Dimensional Fund Advisors Funds, Large Funds, Miscellaneous Region Funds, Miscellaneous Region, Dimensional Fund Advisors, Large, Miscellaneous Region (View all Sectors) |
| Update Date | 30th of September 2024 |
United Kingdom Small [DFUKX] is traded in USA and was established 20th of September 2024. United Kingdom is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Miscellaneous Region category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 39.93 M in assets under management (AUM) with no minimum investment requirementsUnited Kingdom Small is currently producing year-to-date (YTD) return of 16.63% with the current yeild of 0.03%, while the total return for the last 3 years was -0.91%.
Check United Kingdom 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 United 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 United 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 United Kingdom Small 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 United Kingdom Small Mutual Fund Constituents
United Kingdom Small Risk Profiles
| Mean Deviation | 0.8441 | |||
| Semi Deviation | 1.04 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.24 |
United Kingdom Against Markets
Other Information on Investing in United Mutual Fund
United Kingdom financial ratios help investors to determine whether United 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 United with respect to the benefits of owning United Kingdom security.
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