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DFESX DFA Emerging Markets Social Core Port Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), PDD Holdings (NASDAQ:PDD).

Industry description

The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets in emerging markets equity securities that are defined in the prospectus as Approved Markets securities. It may gain exposure to companies in Approved Markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country.

Market Cap

The average market capitalization across the DFA Emerging Markets Social Core Port MF is 286.74B. The market cap for tickers in the group ranges from 90.29B to 774.4B. TSM holds the highest valuation in this group at 774.4B. The lowest valued company is INFY at 90.29B.

Volume

The average weekly volume growth across all stocks in the DFA Emerging Markets Social Core Port MF was 4%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 70%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 56
Price Growth Rating: 53
SMR Rating: 48
Profit Risk Rating: 68
Seasonality Score: -41 (-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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DFESX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFESX has been closely correlated with VEMIX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFESX jumps, then VEMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFESX
1D Price
Change %
DFESX100%
-0.41%
VEMIX - DFESX
92%
Closely correlated
-0.29%
VEIEX - DFESX
92%
Closely correlated
-0.29%
VEMRX - DFESX
92%
Closely correlated
-0.27%
VEMAX - DFESX
92%
Closely correlated
-0.28%
RNWFX - DFESX
88%
Closely correlated
-0.69%
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