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DFSVX DFA US Small Cap Value I Forecast, Technical & Fundamental Analysis

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 to achieve long-term capital appreciation. The fund normally will invest at least 80% of its net assets in securities of small cap U.S. companies. 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 Portfolio.

Market Cap

The average market capitalization across the DFA US Small Cap Value I MF is 6.92B. The market cap for tickers in the group ranges from 4.73B to 9.12B. X holds the highest valuation in this group at 9.12B. The lowest valued company is MDC at 4.73B.

Volume

The average weekly volume growth across all stocks in the DFA US Small Cap Value I MF was 15%. For the same stocks of the MF, the average monthly volume growth was 79% and the average quarterly volume growth was 140%

Fundamental Analysis Ratings

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

Valuation Rating: 49

P/E Growth Rating: 40

Price Growth Rating: 51

SMR Rating: 67

Profit Risk Rating: 27

Seasonality Score: 12 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
RSPS	30.98	0.30	+0.98%
Invesco S&P 500® Eql Wt Cnsm Stapl ETF
REZ	87.52	0.79	+0.91%
iShares Residential & Multisector RE ETF
XLE	97.12	0.78	+0.81%
The Energy Select Sector SPDR® ETF
PSCD	109.95	N/A	N/A
Invesco S&P SmallCap Cnsmr Discret ETF
IEUS	54.05	-0.13	-0.24%
iShares MSCI Europe Small-Cap ETF

DFSVX and MutualFunds

Correlation & Price change

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

Ticker / NAME	Correlation To DFSVX	1D Price Change %
DFSVX	100%	+1.63%
DFFVX - DFSVX	99% Closely correlated	+1.73%
DAABX - DFSVX	99% Closely correlated	+1.76%
AVCNX - DFSVX	99% Closely correlated	+1.73%
WSMVX - DFSVX	99% Closely correlated	+1.62%
DTSVX - DFSVX	99% Closely correlated	+1.63%
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