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DCAYX

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1d
1w
1m

Analysis and statistics

  • Open
    12.9798$
  • Previous Close
    12.9798$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
    --

About

DCAYX.US represents the Disciplined Allocation Fund Class Y. It is a mutual fund offered by DFA (Dimensional Fund Advisors). The fund aims to provide long-term capital appreciation by investing in a broadly diversified portfolio of stocks, bonds, and real estate investment trusts (REITs), allocating assets according to a disciplined investment strategy based on market capitalization and relative price. As a Class Y share class, it typically has lower expenses than other share classes within the same fund, but may require a higher minimum investment. DCAYX.US is intended for long-term investors with a moderate risk tolerance seeking diversification across different asset classes.
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Factors

Expense Ratio: Higher expense ratios detract from returns, lowering the NAV and share price.

Portfolio Holdings: Performance of underlying stocks and bonds directly impacts the fund's value.

Market Conditions: Overall market trends, especially in sectors the fund invests in, drive price fluctuations.

Interest Rates: Rising rates can negatively affect bond values within the fund, decreasing the price.

Fund Flows: Large inflows or outflows can temporarily impact the fund's ability to efficiently manage assets.

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