MENU
+Compare
DFWVX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$18.61
Change
+$2.29 (+14.03%)
Net Assets
543.68M

DFWVX DFA World ex US Value Port I Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term capital appreciation... Show more

Interact to see
Advertisement
A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. The Portfolio seeks to achieve its investment objective through exposure to a broad portfolio of securities of non-U.S. companies associated with countries with developed and emerging markets, which may include frontier markets (emerging market countries in an earlier stage of development), that the Advisor believes to be lower relative price stocks at the time of purchase. As a non-fundamental policy, under normal circumstances, at least 80% of the Portfolio's net assets will be invested directly or indirectly through its investment in the underlying funds, in securities of non-U.S. companies.

Market Cap

The average market capitalization across the DFA World ex US Value Port I MF is 140.49B. The market cap for tickers in the group ranges from 28.65B to 214.95B. SHEL holds the highest valuation in this group at 214.95B. The lowest valued company is STLA at 28.65B.

Volume

The average weekly volume growth across all stocks in the DFA World ex US Value Port I MF was -28%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -48%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 38
Price Growth Rating: 47
SMR Rating: 42
Profit Risk Rating: 41
Seasonality Score: -26 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Foreign Large Value
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
MMSD25.49N/A
-0.02%
Nyli Mackay Muni Short Duration ETF
HYBX29.80-0.08
-0.27%
TCW High Yield Bond ETF
USNZ43.13-0.25
-0.58%
Xtrackers Net Zero Pwy Par Alg US Eq ETF
KEMQ26.19-0.40
-1.51%
KraneShares Em Mkts Cnsmr Tech ETF
FXL165.01-6.23
-3.64%
First Trust Technology AlphaDEX® ETF

DFWVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFWVX has been closely correlated with VIHAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFWVX jumps, then VIHAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFWVX
1D Price
Change %
DFWVX100%
+1.03%
VIHAX - DFWVX
97%
Closely correlated
+0.48%
TROZX - DFWVX
96%
Closely correlated
+0.55%
TRIGX - DFWVX
96%
Closely correlated
+0.55%
TRTIX - DFWVX
94%
Closely correlated
+0.56%
DOXFX - DFWVX
93%
Closely correlated
+0.87%
More