Dfa Oregon Municipal Fund Fundamentals
| DOGMX Fund | USD 9.76 0.02 0.21% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Dfa Oregon's long-term financial health and intrinsic value.
Dfa |
Dfa Oregon Municipal Mutual Fund Three Year Return Analysis
Dfa Oregon's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dfa Oregon Three Year Return | 1.41 % |
Most of Dfa Oregon's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dfa Oregon Municipal is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Dfa Oregon Municipal has a Three Year Return of 1.4134%. This is much higher than that of the Dimensional Fund Advisors family and significantly higher than that of the Muni Single State Short category. The three year return for all United States funds is notably lower than that of the firm.
Dfa Oregon Municipal Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dfa Oregon's current stock value. Our valuation model uses many indicators to compare Dfa Oregon value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dfa Oregon competition to find correlations between indicators driving Dfa Oregon's intrinsic value. More Info.Dfa Oregon Municipal is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1,585 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dfa Oregon's earnings, one of the primary drivers of an investment's value.Dfa Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dfa Oregon's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Dfa Oregon could also be used in its relative valuation, which is a method of valuing Dfa Oregon by comparing valuation metrics of similar companies.Dfa Oregon is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Dfa Oregon
The fund consists of 97.52% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Dfa Oregon's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Dfa Fundamentals
| Total Asset | 59.62 M | ||||
| Annual Yield | 0.0005 % | ||||
| Year To Date Return | 0.79 % | ||||
| One Year Return | 1.72 % | ||||
| Three Year Return | 1.41 % | ||||
| Five Year Return | 0.12 % | ||||
| Net Asset | 30.57 M | ||||
| Cash Position Weight | 2.48 % | ||||
| Bond Positions Weight | 97.52 % |
About Dfa Oregon Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dfa Oregon Municipal's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dfa Oregon using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dfa Oregon Municipal based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.As a fundamental investment policy, under normal market conditions, the Portfolio will invest at least 80 percent of its net assets in municipal securities that pay interest exempt from federal personal income tax and the Oregon state personal income tax. The adviser does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax. It is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Dfa Mutual Fund
Dfa Oregon 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 Oregon security.
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