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

The investment seeks to achieve long-term capital appreciation... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exelixis (NASDAQ:EXEL).

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 12.79B. The market cap for tickers in the group ranges from 9.62B to 16.41B. MEDP holds the highest valuation in this group at 16.41B. The lowest valued company is MUSA at 9.62B.

Volume

The average weekly volume growth across all stocks in the DFA US Small Cap Growth Instl MF was 11%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 47
Price Growth Rating: 54
SMR Rating: 36
Profit Risk Rating: 52
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DSCGX
1D Price
Change %
DSCGX100%
+0.91%
NRGEX - DSCGX
97%
Closely correlated
+0.63%
WCMNX - DSCGX
93%
Closely correlated
N/A
WCMLX - DSCGX
93%
Closely correlated
N/A
NRGSX - DSCGX
88%
Closely correlated
+0.62%
VSGAX - DSCGX
-7%
Poorly correlated
N/A
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