World Core Financials
| DREIX Fund | USD 25.67 0.04 0.16% |
World |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
World Core Fund Summary
World Core competes with The Gabelli, Lord Abbett, Harbor Diversified, T Rowe, and Legg Mason. The Portfolio generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities. It typically allocates its investments among the underlying funds in the following manner 35 percent to 80 percent in the U.S. Core Equity 1 Portfolio 15 percent to 55 percent in the International Core Equity Portfolio and 5 percent to 20 percent in the Emerging Markets Core Equity Portfolio.Specialization | World Large-Stock Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US25239Y1055 |
| Business Address | DFA Investment Dimensions |
| Mutual Fund Family | Dimensional Fund Advisors |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 576 1167 |
| Currency | USD - US Dollar |
World Core Key Financial Ratios
World Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining World Core's current stock value. Our valuation model uses many indicators to compare World Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across World Core competition to find correlations between indicators driving World Core's intrinsic value. More Info.World Core Equity is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for World Core Equity is roughly 9.51 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the World Core's earnings, one of the primary drivers of an investment's value.World Core Equity Systematic Risk
World Core's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. World Core volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on World Core Equity correlated with the market. If Beta is less than 0 World Core generally moves in the opposite direction as compared to the market. If World Core Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one World Core Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of World Core is generally in the same direction as the market. If Beta > 1 World Core moves generally in the same direction as, but more than the movement of the benchmark.
World Core December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of World Core help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of World Core Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of World Core Equity based on widely used predictive technical indicators. In general, we focus on analyzing World Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build World Core's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7301 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 3.13 | |||
| Value At Risk | (0.95) | |||
| Potential Upside | 1.13 |
Other Information on Investing in World Mutual Fund
World Core financial ratios help investors to determine whether World Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in World with respect to the benefits of owning World Core security.
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