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DUSLX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
2.95B

DUSLX DFA US Large Cap Growth Instl Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Broadcom (NASDAQ:AVGO), Mastercard (NYSE:MA), Oracle Corp (NYSE:ORCL), Home Depot (NYSE:HD), ABBVIE (NYSE:ABBV).

Industry description

The investment seeks to achieve long-term capital appreciation. The Portfolio purchases a broad and diverse group of readily marketable securities of large U.S. companies that the Advisor determines to have high profitability and relative prices compared to other U.S. large 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 large cap U.S. companies.

Market Cap

The average market capitalization across the DFA US Large Cap Growth Instl MF is 753.49B. The market cap for tickers in the group ranges from 245.57B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is ABBV at 245.57B.

Volume

The average weekly volume growth across all stocks in the DFA US Large Cap Growth Instl MF was -22%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 40
Price Growth Rating: 34
SMR Rating: 21
Profit Risk Rating: 14
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, DUSLX has been closely correlated with RGAFX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if DUSLX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DUSLX
1D Price
Change %
DUSLX100%
-0.13%
RGAFX - DUSLX
88%
Closely correlated
+0.09%
RGAEX - DUSLX
88%
Closely correlated
+0.11%
RGACX - DUSLX
88%
Closely correlated
+0.10%
GFAFX - DUSLX
87%
Closely correlated
+0.10%
GFACX - DUSLX
87%
Closely correlated
+0.09%
More