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DAABX DFA US Sustainability Targeted Val Instl Forecast, Technical & Fundamental Analysis

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

Category: #Small Value
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A.I.Advisor
published Highlights

Industry description

The investment seeks achieve long-term capital appreciation. The fund will purchase a broad and diverse group of the readily marketable securities of U.S. small and mid-cap companies that the Advisor determines to be value stocks with higher profitability, while adjusting the composition of the Portfolio based on sustainability impact considerations A company’s market capitalization is the number of its shares outstanding times its price per share. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of U.S. companies.

Market Cap

The average market capitalization across the DFA US Sustainability Targeted Val Instl MF is 14.37B. The market cap for tickers in the group ranges from 12.39B to 21.84B. CNH holds the highest valuation in this group at 21.84B. The lowest valued company is RNR at 12.39B.

Volume

The average weekly volume growth across all stocks in the DFA US Sustainability Targeted Val Instl MF was -14%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -6%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 41
Price Growth Rating: 47
SMR Rating: 64
Profit Risk Rating: 53
Seasonality Score: -35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com
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DAABX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DAABX has been closely correlated with DFFVX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if DAABX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DAABX
1D Price
Change %
DAABX100%
+0.73%
DFFVX - DAABX
99%
Closely correlated
+0.62%
DFSVX - DAABX
97%
Closely correlated
+0.58%
SSGSX - DAABX
93%
Closely correlated
N/A
ASVRX - DAABX
89%
Closely correlated
+0.89%
VSCAX - DAABX
84%
Closely correlated
N/A
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