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DSCGX DFA US Small Cap Growth Instl Forecast, Technical & Fundamental Analysis

Category SmallGrowth
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 a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other 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 cap U.S. companies.

Market Cap

The average market capitalization across the DFA US Small Cap Growth Instl MF is 9.24B. The market cap for tickers in the group ranges from 6.44B to 13.72B. FIX holds the highest valuation in this group at 13.72B. The lowest valued company is SFM at 6.44B.

Volume

The average weekly volume growth across all stocks in the DFA US Small Cap Growth Instl MF was 140%. For the same stocks of the MF, the average monthly volume growth was 165% and the average quarterly volume growth was 279%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 42
Price Growth Rating: 50
SMR Rating: 33
Profit Risk Rating: 14
Seasonality Score: -30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
DFA Investment Dimensions Group Inc1299 Ocean Ave Ste 650 11th FLSanta Monica
Phone
2133958005
Web
www.dimensional.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
QSG1.850.10
+5.71%
QuantaSing Group Limited
IESC183.900.25
+0.14%
IES Holdings
EQR76.58-0.48
-0.62%
Equity Residential
QNST19.96-0.21
-1.04%
QuinStreet
JYD0.83-0.02
-2.35%
Jayud Global Logistics Limited

DSCGX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DSCGX
1D Price
Change %
DSCGX100%
-0.52%
VSGAX - DSCGX
96%
Closely correlated
-0.44%
VEXRX - DSCGX
95%
Closely correlated
-0.66%
VEXPX - DSCGX
95%
Closely correlated
-0.66%
WCMNX - DSCGX
93%
Closely correlated
-0.68%
VISGX - DSCGX
93%
Closely correlated
-0.44%
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