Global Equity Portfolio Fund Quote
| DGEIX Fund | USD 36.35 0.22 0.61% |
Performance13 of 100
| Odds Of DistressLess than 9
|
Global Equity is trading at 36.35 as of the 30th of November 2024; that is 0.61 percent up since the beginning of the trading day. The fund's open price was 36.13. Global Equity has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Global Equity Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of June 2023 and ending today, the 30th of November 2024. Click here to learn more.
The fund normally allocates its assets to underlying funds that invest in domestic and international equity securities. It further diversifies its investment portfolio by allocating its assets among underlying funds that provide exposure to companies in all market capitalization ranges, as well as real estate securities.. More on Global Equity Portfolio
Moving against Global Mutual Fund
Global Mutual Fund Highlights
| Update Date | 30th of September 2024 |
Global Equity Portfolio [DGEIX] is traded in USA and was established 30th of November 2024. Global Equity is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Dimensional Fund Advisors family. This fund currently has accumulated 7.25 B in assets under management (AUM) with no minimum investment requirementsGlobal Equity Portfolio is currently producing year-to-date (YTD) return of 19.45% with the current yeild of 0.02%, while the total return for the last 3 years was 7.43%.
Check Global Equity 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 Global 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 Global 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 Global Equity Portfolio 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 Global Equity Portfolio Mutual Fund Constituents
| DFCEX | Emerging Markets E | Mutual Fund | Diversified Emerging Mkts | |
| DFEOX | Us E Equity | Mutual Fund | Large Blend | |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend | |
| DFITX | Dfa International Real | Mutual Fund | Global Real Estate | |
| DFQTX | Us E Equity | Mutual Fund | Large Blend | |
| DFREX | Dfa Real Estate | Mutual Fund | Real Estate |
Global Equity Portfolio Risk Profiles
| Mean Deviation | 0.5319 | |||
| Semi Deviation | 0.5944 | |||
| Standard Deviation | 0.7124 | |||
| Variance | 0.5076 |
Global Equity Against Markets
Other Information on Investing in Global Mutual Fund
Global Equity financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Equity security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |