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.
The average market capitalization across the DFA World ex US Value Port I MF is 136.58B. The market cap for tickers in the group ranges from 84.32B to 212.85B. SHEL holds the highest valuation in this group at 212.85B. The lowest valued company is UBS at 84.32B.
The average weekly volume growth across all stocks in the DFA World ex US Value Port I MF was 6%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 15%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 52
P/E Growth Rating: 32
Price Growth Rating: 47
SMR Rating: 41
Profit Risk Rating: 46
Seasonality Score: 8 (-100 ... +100)