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DWUSX DFA World ex US Targeted Val Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Allergan plc (NYSE:AGN).

Industry description

The investment seeks to achieve long-term capital appreciation. The Portfolio is designed to provide exposure to a broad and diverse portfolio of securities of non-U.S. companies, with a focus on small and mid‑cap value companies with higher profitability, associated with countries with developed and emerging markets, which may include frontier markets (emerging market countries in an earlier stage of development), authorized for investment by the Advisor’s Investment Committee (“Approved Markets”).

Market Cap

The average market capitalization across the DFA World ex US Targeted Val Instl MF is 5.52B. The market cap for tickers in the group ranges from 10.94M to 63.66B. AGN holds the highest valuation in this group at 63.66B. The lowest valued company is CBK at 10.94M.

Volume

The average weekly volume growth across all stocks in the DFA World ex US Targeted Val Instl MF was 25%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 58
Price Growth Rating: 50
SMR Rating: 84
Profit Risk Rating: 68
Seasonality Score: 20 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

Profile
Fundamentals
Details
Category
Foreign Small/Mid Value
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 %
SSHFX48.58-0.10
-0.21%
Sound Shore Investor
FFEFX16.54-0.07
-0.42%
Nuveen Dividend Value R6
NABAX11.84-0.05
-0.42%
Neuberger Berman Abs Ret Multi-Mgr A
TIHJX12.06-0.06
-0.50%
Transamerica International Stock R6
CNWEX78.47-0.78
-0.98%
American Funds New World 529E

DWUSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DWUSX has been closely correlated with FMNEX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if DWUSX jumps, then FMNEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DWUSX
1D Price
Change %
DWUSX100%
-0.07%
FMNEX - DWUSX
98%
Closely correlated
-0.08%
DFVQX - DWUSX
97%
Closely correlated
-0.22%
AVANX - DWUSX
96%
Closely correlated
-0.16%
DISVX - DWUSX
95%
Closely correlated
-0.09%
CIISX - DWUSX
90%
Closely correlated
+0.20%
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