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DFGEX DFA Global Real Estate Securities Port Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), American Tower Corp (NYSE:AMT), Simon Property Group (NYSE:SPG).

Industry description

The investment seeks long-term capital appreciation. The Portfolio seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts ("REITs") or companies that the Advisor considers to be REIT-like entities. It may pursue its investment objective by investing its assets in the DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio (the "underlying funds"), and/or directly in securities of companies in the real estate industry.

Market Cap

The average market capitalization across the DFA Global Real Estate Securities Port MF is 64.24B. The market cap for tickers in the group ranges from 44.98B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is DLR at 44.98B.

Volume

The average weekly volume growth across all stocks in the DFA Global Real Estate Securities Port MF was 4%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 84
P/E Growth Rating: 55
Price Growth Rating: 34
SMR Rating: 58
Profit Risk Rating: 59
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category GlobalRealEstate

Profile
Fundamentals
Details
Category
Global Real Estate
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com
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DFGEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFGEX has been closely correlated with ARIIX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFGEX jumps, then ARIIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFGEX
1D Price
Change %
DFGEX100%
-0.67%
ARIIX - DFGEX
98%
Closely correlated
-0.90%
CGREX - DFGEX
98%
Closely correlated
-1.13%
MSBKX - DFGEX
98%
Closely correlated
-0.72%
RGREX - DFGEX
98%
Closely correlated
-1.13%
IGREX - DFGEX
98%
Closely correlated
-1.14%
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