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DFWVX DFA World ex US Value Port I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. The Portfolio seeks to achieve its investment objective through exposure to a broad portfolio of securities of non-U.S. companies associated with countries with developed and emerging markets, which may include frontier markets (emerging market countries in an earlier stage of development), that the Advisor believes to be value stocks at the time of purchase. As a non-fundamental policy, under normal circumstances, at least 80% of the Portfolio's net assets will be invested directly or indirectly through its investment in the underlying funds, in securities of non-U.S. companies.

Market Cap

The average market capitalization across the DFA World ex US Value Port I MF is 140.49B. The market cap for tickers in the group ranges from 85.64B to 213.22B. SHEL holds the highest valuation in this group at 213.22B. The lowest valued company is STLA at 85.64B.

Volume

The average weekly volume growth across all stocks in the DFA World ex US Value Port I MF was -28%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -48%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 38
Price Growth Rating: 47
SMR Rating: 42
Profit Risk Rating: 41
Seasonality Score: -26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, DFWVX has been closely correlated with DOXFX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFWVX jumps, then DOXFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFWVX
1D Price
Change %
DFWVX100%
-0.15%
DOXFX - DFWVX
93%
Closely correlated
-0.17%
DODFX - DFWVX
91%
Closely correlated
-0.17%
OAKIX - DFWVX
86%
Closely correlated
-0.11%
OANIX - DFWVX
84%
Closely correlated
-0.15%
OAZIX - DFWVX
84%
Closely correlated
-0.11%
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