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DFWIX DFA World ex US Core Equity Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The Portfolio is designed to provide exposure to a broad and diverse group of securities of non-U.S. companies in countries with developed and emerging markets. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in non-U.S. equity securities and/or investments that provide exposure to non-U.S. securities.

Market Cap

The average market capitalization across the DFA World ex US Core Equity Instl MF is 189.09B. The market cap for tickers in the group ranges from 3.79B to 380.18B. ASML holds the highest valuation in this group at 380.18B. The lowest valued company is MC at 3.79B.

Volume

The average weekly volume growth across all stocks in the DFA World ex US Core Equity Instl MF was 12%. For the same stocks of the MF, the average monthly volume growth was 115% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 19
Price Growth Rating: 50
SMR Rating: 58
Profit Risk Rating: 31
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, DFWIX has been closely correlated with VTSNX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFWIX jumps, then VTSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFWIX
1D Price
Change %
DFWIX100%
-0.52%
VTSNX - DFWIX
96%
Closely correlated
-0.54%
VTPSX - DFWIX
96%
Closely correlated
-0.54%
VTISX - DFWIX
96%
Closely correlated
-0.54%
VGTSX - DFWIX
95%
Closely correlated
-0.51%
VTIAX - DFWIX
95%
Closely correlated
-0.52%
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