Industry description
The investment seeks long-term capital appreciation; minimizing federal income taxes on returns is a secondary consideration.
The fund purchases 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. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the fund.
Market Cap
The average market capitalization across the DFA US Targeted Value I MF is 14.44B. The market cap for tickers in the group ranges from 12.64B to 19.99B. PR holds the highest valuation in this group at 19.99B. The lowest valued company is AMKR at 12.64B.
Volume
The average weekly volume growth across all stocks in the DFA US Targeted Value I MF was 19%. For the same stocks of the MF, the average monthly volume growth was 66% and the average quarterly volume growth was 11%
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: 33
Price Growth Rating: 44
SMR Rating: 68
Profit Risk Rating: 37
Seasonality Score: -27 (-100 ... +100)