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DISMX DFA International Small Cap Growth Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. The Portfolio, using a market capitalization weighted approach, purchases securities of small, non-U.S. companies in countries with developed markets that the Advisor determines to have high profitability and relative prices compared to other non-U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small companies in the particular markets in which it invests.

Market Cap

The average market capitalization across the DFA International Small Cap Growth MF is 5.79B. The market cap for tickers in the group ranges from 989.57K to 14.59B. PKI holds the highest valuation in this group at 14.59B. The lowest valued company is ANDR at 989.57K.

Volume

The average weekly volume growth across all stocks in the DFA International Small Cap Growth MF was 14%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was 107%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 48
Price Growth Rating: 48
SMR Rating: 52
Profit Risk Rating: 57
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidGrowth

Profile
Fundamentals
Details
Category
Foreign Small/Mid Growth
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com
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DISMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DISMX has been closely correlated with OSMNX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if DISMX jumps, then OSMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DISMX
1D Price
Change %
DISMX100%
-0.06%
OSMNX - DISMX
97%
Closely correlated
-0.31%
OSMYX - DISMX
97%
Closely correlated
-0.34%
OSCIX - DISMX
97%
Closely correlated
-0.31%
OSMCX - DISMX
97%
Closely correlated
-0.31%
INSLX - DISMX
97%
Closely correlated
-0.31%
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