MENU
+Compare
DFUVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$32.18
Change
-$0.24 (-0.74%)
Net Assets
3.7B

DFUVX DFA US Large Cap Value III 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 U.S. Value Portfolio 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. Value Series") of the DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the U.S. Value Portfolio. As a non-fundamental policy, under normal circumstances, the U.S. 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 III 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 III MF was 13%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was 40%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 50
Price Growth Rating: 55
SMR Rating: 52
Profit Risk Rating: 53
Seasonality Score: 32 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Dimensional Investment Group Inc6300 Bee Cave Road,Building OneAustin
Phone
(512) 306-7400
Web
www.dimensional.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ADNCX16.130.01
+0.06%
American Beacon ARK Transfmt Innov C
PJERX14.09N/A
N/A
PGIM Jennison Global Equity Income R
FCAJX12.68N/A
N/A
Fidelity Advisor Climate Action A
JDESX44.89-0.14
-0.31%
JPMorgan US Research Enhanced Equity I
AMADX37.40-0.24
-0.63%
American Century Discplnd Cor Val A

DFUVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFUVX has been closely correlated with VIVAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFUVX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFUVX
1D Price
Change %
DFUVX100%
-0.74%
VIVAX - DFUVX
95%
Closely correlated
-0.62%
VVIAX - DFUVX
95%
Closely correlated
-0.60%
VIVIX - DFUVX
95%
Closely correlated
-0.62%
FFFMX - DFUVX
92%
Closely correlated
-5.09%
DOXGX - DFUVX
92%
Closely correlated
-0.67%
More