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DEMSX DFA Emerging Markets Small Cap I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the Emerging Markets Small Cap Series (the "Emerging Markets Small Cap Series") of the DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the Emerging Markets Small Cap Series will invest at least 80% of its net assets in emerging market investments that are designated in the Prospectus as Approved Market securities of small companies.

Volume

The average weekly volume growth across all stocks in the DFA Emerging Markets Small Cap I MF was 54%. For the same stocks of the MF, the average monthly volume growth was -31% and the average quarterly volume growth was 66%

Fundamental Analysis Ratings

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

Valuation Rating: 27
P/E Growth Rating: 61
Price Growth Rating: 54
SMR Rating: 51
Profit Risk Rating: 43
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category DiversifiedEmergingMkts

Profile
Fundamentals
Details
Category
Diversified Emerging Mkts
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com
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DEMSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DEMSX has been closely correlated with VEMIX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if DEMSX jumps, then VEMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DEMSX
1D Price
Change %
DEMSX100%
+0.12%
VEMIX - DEMSX
90%
Closely correlated
-0.13%
VEMAX - DEMSX
90%
Closely correlated
-0.12%
VEIEX - DEMSX
90%
Closely correlated
-0.14%
VEMRX - DEMSX
90%
Closely correlated
-0.12%
RNWFX - DEMSX
81%
Closely correlated
-0.12%
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