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

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend

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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 16.45B. The market cap for tickers in the group ranges from 4.52B to 61.82B. FIX holds the highest valuation in this group at 61.82B. The lowest valued company is ELF at 4.52B.

Volume

The average weekly volume growth across all stocks in the DFA US Small Cap I MF was -46%. For the same stocks of the MF, the average monthly volume growth was -55% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

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

Valuation Rating: 68

P/E Growth Rating: 34

Price Growth Rating: 48

SMR Rating: 47

Profit Risk Rating: 37

Seasonality Score: 61 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
FEQMX	59.72	0.12	+0.20%
Fidelity Advisor Emerging Markets M
NBRTX	30.25	0.03	+0.10%
Neuberger M/C Intrinsic Val Inst
BLDIX	9.66	N/A	N/A
BlackRock Managed Income Institutional
SSCGX	39.38	N/A	N/A
SEI Small Cap Growth F (SIMT)
CPXRX	16.37	-0.01	-0.06%
Columbia Mid Cap Index Inst2

DFSTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFSTX has been closely correlated with SAUMX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFSTX jumps, then SAUMX could also see price increases.

Ticker / NAME	Correlation To DFSTX	1D Price Change %
DFSTX	100%	+0.07%
SAUMX - DFSTX	100% Closely correlated	+0.13%
RTSCX - DFSTX	99% Closely correlated	-0.18%
RTSSX - DFSTX	99% Closely correlated	-0.16%
VTMSX - DFSTX	99% Closely correlated	+0.02%
RTOUX - DFSTX	99% Closely correlated	-0.16%
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