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DFFVX DFA US Targeted Value I Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are United States Steel Corp (NYSE:X).

Industry description

The investment seeks long-term capital appreciation. 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 9.49B. The market cap for tickers in the group ranges from 6.51B to 13.34B. TOL holds the highest valuation in this group at 13.34B. The lowest valued company is TMHC at 6.51B.

Volume

The average weekly volume growth across all stocks in the DFA US Targeted Value I MF was 56%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 92%

Fundamental Analysis Ratings

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

Valuation Rating: 45
P/E Growth Rating: 17
Price Growth Rating: 48
SMR Rating: 66
Profit Risk Rating: 22
Seasonality Score: 29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
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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DFFVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFFVX
1D Price
Change %
DFFVX100%
+1.63%
DFSVX - DFFVX
99%
Closely correlated
+1.74%
DAABX - DFFVX
99%
Closely correlated
+1.72%
VYSVX - DFFVX
98%
Closely correlated
+1.63%
FISVX - DFFVX
98%
Closely correlated
+1.62%
ABSYX - DFFVX
97%
Closely correlated
+1.31%
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