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DFSTX DFA US Small Cap I Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies. A company's market capitalization is the number of its shares outstanding times its price per share. Under a market capitalization weighted approach, companies with higher market capitalizations generally represent a larger proportion of the fund than companies with relatively lower market capitalizations.

Market Cap

The average market capitalization across the DFA US Small Cap I MF is 8.84B. The market cap for tickers in the group ranges from 7.05B to 13.72B. FIX holds the highest valuation in this group at 13.72B. The lowest valued company is ENSG at 7.05B.

Volume

The average weekly volume growth across all stocks in the DFA US Small Cap I MF was -10%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was 76%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 30
Price Growth Rating: 46
SMR Rating: 46
Profit Risk Rating: 10
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFSTX
1D Price
Change %
DFSTX100%
-1.00%
FSSNX - DFSTX
99%
Closely correlated
-1.10%
NAESX - DFSTX
98%
Closely correlated
-0.68%
VSMAX - DFSTX
98%
Closely correlated
-0.68%
VSCPX - DFSTX
98%
Closely correlated
-0.68%
VSCIX - DFSTX
98%
Closely correlated
-0.68%