DOGMX Mutual Fund Quote

DOGMX
 Fund
  

USD 9.45  0.02  0.21%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Dfa Oregon is trading at 9.45 as of the 4th of October 2022; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 9.43. Dfa Oregon has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Dfa Oregon Municipal are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2022 and ending today, the 4th of October 2022. Click here to learn more.
As a fundamental investment policy, under normal market conditions, the Portfolio will invest at least 80 percent of its net assets in municipal securities that pay interest exempt from federal personal income tax and the Oregon state personal income tax. More on Dfa Oregon Municipal

Moving together with Dfa Oregon

+0.88HPQHp Inc Fiscal Year End 22nd of November 2022 PairCorr

Dfa Oregon Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dfa Oregon's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dfa Oregon or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Dfa Oregon Municipal generated a negative expected return over the last 90 days
Dfa Oregon Municipal is unlikely to experience financial distress in the next 2 years
On 31st of August 2022 Dfa Oregon paid $ 0.0059 per share dividend to its current shareholders
The fund retains about 97.52% of its assets under management (AUM) in fixed income securities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Dfa Oregon's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate10th of September 2019
Dfa Oregon Municipal [DOGMX] is traded in USA and was established 4th of October 2022. The fund is listed under Muni Single State Interm category and is part of Dimensional Fund Advisors family. Dfa Oregon Municipal currently has accumulated 59.62 M in assets under management (AUM) with no minimum investment requirements
Check Dfa Oregon Probability Of Bankruptcy

Instrument Allocation

Dfa Oregon Target Price Odds Analysis

Based on a normal probability distribution, the odds of Dfa Oregon jumping above the current price in 90 days from now is about 98.0%. The Dfa Oregon Municipal probability density function shows the probability of Dfa Oregon mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dfa Oregon has a beta of 0.0415 suggesting as returns on the market go up, Dfa Oregon average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dfa Oregon Municipal will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Dfa Oregon Municipal is significantly underperforming DOW.
  Odds Below 9.45HorizonTargetOdds Above 9.45
2.17%90 days
 9.45 
97.72%
Based on a normal probability distribution, the odds of Dfa Oregon to move above the current price in 90 days from now is about 98.0 (This Dfa Oregon Municipal probability density function shows the probability of DOGMX Mutual Fund to fall within a particular range of prices over 90 days) .

Dfa Oregon Municipal Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dfa Oregon market risk premium is the additional return an investor will receive from holding Dfa Oregon long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dfa Oregon. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dfa Oregon's alpha and beta are two of the key measurements used to evaluate Dfa Oregon's performance over the market, the standard measures of volatility play an important role as well.

Dfa Oregon Against Markets

Picking the right benchmark for Dfa Oregon mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dfa Oregon mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dfa Oregon is critical whether you are bullish or bearish towards Dfa Oregon Municipal at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Dfa Oregon without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Dfa Oregon Municipal?

The danger of trading Dfa Oregon Municipal is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dfa Oregon is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dfa Oregon. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dfa Oregon Municipal is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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When running Dfa Oregon Municipal price analysis, check to measure Dfa Oregon's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dfa Oregon is operating at the current time. Most of Dfa Oregon's value examination focuses on studying past and present price action to predict the probability of Dfa Oregon's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Dfa Oregon's price. Additionally, you may evaluate how the addition of Dfa Oregon to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Dfa Oregon's value and its price as these two are different measures arrived at by different means. Investors typically determine Dfa Oregon value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dfa Oregon's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.