Us E Equity Fund Quote

DFEOX Fund  USD 45.29  0.22  0.49%   

Performance

16 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Us Core is trading at 45.29 as of the 2nd of December 2024; that is 0.49 percent up since the beginning of the trading day. The fund's open price was 45.07. Us Core has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Us E Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. More on Us E Equity

Moving against DFEOX Mutual Fund

  0.58DIHRX Intal High RelativePairCorr
  0.52DFSPX Dfa Intl SustainabilityPairCorr
  0.43DFGEX Dfa Global RealPairCorr
  0.37DISVX Dfa International SmallPairCorr

DFEOX Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Blend Funds, Large Blend, Dimensional Fund Advisors, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Us E Equity [DFEOX] is traded in USA and was established 2nd of December 2024. Us Core is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 25.49 B in assets under management (AUM) with no minimum investment requirementsUs E Equity is currently producing year-to-date (YTD) return of 25.5% with the current yeild of 0.01%, while the total return for the last 3 years was 9.91%.
Check Us Core Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on DFEOX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding DFEOX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Us E Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Us E Equity Mutual Fund Constituents

BACBank of AmericaStockFinancials
AMZNAmazon IncStockConsumer Discretionary
VZVerizon CommunicationsStockCommunication Services
VVisa Class AStockFinancials
TATT IncStockCommunication Services
PGProcter GambleStockConsumer Staples
MSFTMicrosoftStockInformation Technology
MAMastercardStockFinancials
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Us Core Top Holders

DRIKXDimensional 2055 TargetMutual FundTarget-Date 2055
DRILXDimensional 2060 TargetMutual FundTarget-Date 2060+
DRIIXDimensional 2045 TargetMutual FundTarget-Date 2045
TDIFXDimensional Retirement IncomeMutual FundTarget-Date Retirement
DRIJXDimensional 2050 TargetMutual FundTarget-Date 2050
DGTSXGlobal Allocation 2575Mutual FundAllocation--15% to 30% Equity
DRIBXDimensional 2010 TargetMutual FundTarget-Date 2000-2010
DRIGXDimensional 2035 TargetMutual FundTarget-Date 2035
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Us E Equity Risk Profiles

Us Core Against Markets

Other Information on Investing in DFEOX Mutual Fund

Us Core financial ratios help investors to determine whether DFEOX 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 DFEOX with respect to the benefits of owning Us Core security.
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