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DFLVX DFA US Large Cap Value I Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Verizon Communications (NYSE:VZ), Comcast Corp (NASDAQ:CMCSA), Pfizer (NYSE:PFE), ConocoPhillips (NYSE:COP), Elevance Health (NYSE:ELV).

Industry description

The investment seeks long-term capital appreciation. The fund is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the U.S. Large Cap Value Series (the "U.S. Large Cap Value Series") of the DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the U.S. Large Cap Value Portfolio. As a non-fundamental policy, under normal circumstances, the U.S. Large Cap Value Series will invest at least 80% of its net assets in securities of large cap U.S. companies.

Market Cap

The average market capitalization across the DFA US Large Cap Value I MF is 256.03B. The market cap for tickers in the group ranges from 120.06B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is ELV at 120.06B.

Volume

The average weekly volume growth across all stocks in the DFA US Large Cap Value I MF was -8%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -17%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 31
Price Growth Rating: 44
SMR Rating: 52
Profit Risk Rating: 47
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com
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DFLVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFLVX
1D Price
Change %
DFLVX100%
+0.58%
VIVIX - DFLVX
92%
Closely correlated
+0.27%
VIVAX - DFLVX
92%
Closely correlated
+0.27%
VVIAX - DFLVX
92%
Closely correlated
+0.27%
FFMMX - DFLVX
92%
Closely correlated
+0.27%
FFFMX - DFLVX
91%
Closely correlated
+0.27%
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