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DURPX DFA US Hi Relatv Profitability Instl Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Mastercard (NYSE:MA), Home Depot (NYSE:HD), ABBVIE (NYSE:ABBV), PepsiCo (NASDAQ:PEP), Caterpillar (NYSE:CAT).

Industry description

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the portfolio will invest at least 80% of its net assets in securities of U.S. companies. The portfolio may invest in ETFs for the purpose of gaining exposure to the U.S. stock market while maintaining liquidity. It may lend its portfolio securities to generate additional income.

Market Cap

The average market capitalization across the DFA US Hi Relatv Profitability Instl MF is 942.85B. The market cap for tickers in the group ranges from 181.64B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CAT at 181.64B.

Volume

The average weekly volume growth across all stocks in the DFA US Hi Relatv Profitability Instl MF was -7%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was 35%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 49
Price Growth Rating: 49
SMR Rating: 25
Profit Risk Rating: 12
Seasonality Score: 45 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
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
MFs / NAMEPrice $Chg $Chg %
FZROX20.900.14
+0.67%
Fidelity ZERO Total Market Index
GINDX28.92N/A
N/A
Gotham Index Plus Institutional
GAHPX23.94N/A
N/A
Goldman Sachs Emerging Markets Eq P
ALOYX18.54N/A
N/A
Alger Mid Cap Focus Y
SJVIX31.29N/A
N/A
Steward Large Cap Value I

DURPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DURPX has been closely correlated with FXAIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if DURPX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DURPX
1D Price
Change %
DURPX100%
+1.20%
FXAIX - DURPX
95%
Closely correlated
+0.55%
VFINX - DURPX
91%
Closely correlated
+0.55%
VTSMX - DURPX
90%
Closely correlated
+0.69%
VTSAX - DURPX
90%
Closely correlated
+0.69%
VSMPX - DURPX
90%
Closely correlated
+0.70%
More